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
+$734K
2
+$178K
3
+$155K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$143K

Top Sells

1
+$468K
2
+$217K
3
+$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11.5K 0.01%
251
802
$11.4K 0.01%
79
803
$11.4K 0.01%
392
804
$11.4K 0.01%
416
805
$11.3K 0.01%
500
806
$11.3K 0.01%
+177
807
$11.2K 0.01%
+54
808
$11.1K 0.01%
234
809
$11K 0.01%
330
+87
810
$11K 0.01%
494
811
$10.9K 0.01%
112
812
$10.8K 0.01%
257
813
$10.7K 0.01%
378
814
$10.7K 0.01%
103
815
$10.6K 0.01%
412
-90
816
$10.6K 0.01%
513
817
$10.6K 0.01%
182
818
$10.5K 0.01%
137
819
$10.5K 0.01%
+187
820
$10.4K 0.01%
239
821
$10.4K 0.01%
76
822
$10.4K 0.01%
228
823
$10.3K 0.01%
111
824
$10.3K 0.01%
153
825
$10.2K 0.01%
525
31 32
33
34 35