SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$174K
3
+$153K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$151K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K

Top Sells

1
+$470K
2
+$216K
3
+$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$12.3K 0.01%
912
777
$12.2K 0.01%
384
778
$12.2K 0.01%
146
779
$12.2K 0.01%
325
780
$12.1K 0.01%
349
781
$12.1K 0.01%
+737
782
$12.1K 0.01%
249
783
$12.1K 0.01%
211
784
$12K 0.01%
114
-446
785
$12K 0.01%
347
-11
786
$12K 0.01%
438
-238
787
$11.8K 0.01%
1,085
788
$11.7K 0.01%
289
789
$11.7K 0.01%
512
790
$11.7K 0.01%
140
791
$11.6K 0.01%
336
-378
792
$11.6K 0.01%
103
793
$11.6K 0.01%
+224
794
$11.6K 0.01%
79
795
$11.5K 0.01%
211
796
$11.5K 0.01%
251
797
$11.4K 0.01%
79
798
$11.4K 0.01%
392
799
$11.4K 0.01%
416
800
$11.3K 0.01%
500
30 31
32
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