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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.17M
3
+$3.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.02M
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$2.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.61%
2 Healthcare 7.48%
3 Technology 7.31%
4 Consumer Staples 5.65%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3.87K ﹤0.01%
+51
802
$3.87K ﹤0.01%
+146
803
$3.83K ﹤0.01%
+66
804
$3.81K ﹤0.01%
+238
805
$3.81K ﹤0.01%
+74
806
$3.79K ﹤0.01%
+210
807
$3.77K ﹤0.01%
+85
808
$3.74K ﹤0.01%
+124
809
$3.7K ﹤0.01%
+336
810
$3.64K ﹤0.01%
+461
811
$3.61K ﹤0.01%
+140
812
$3.6K ﹤0.01%
+63
813
$3.59K ﹤0.01%
+246
814
$3.58K ﹤0.01%
+299
815
$3.57K ﹤0.01%
+303
816
$3.52K ﹤0.01%
+110
817
$3.5K ﹤0.01%
+343
818
$3.46K ﹤0.01%
+137
819
$3.43K ﹤0.01%
+94
820
$3.42K ﹤0.01%
+121
821
$3.41K ﹤0.01%
+126
822
$3.38K ﹤0.01%
+68
823
$3.31K ﹤0.01%
+67
824
$3.31K ﹤0.01%
+421
825
$3.29K ﹤0.01%
+95
31 32
33
34 35