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
801
$11.3K 0.01%
+177
802
$11.2K 0.01%
+54
803
$11.1K 0.01%
234
804
$11K 0.01%
330
+87
805
$11K 0.01%
494
806
$10.9K 0.01%
112
807
$10.8K 0.01%
257
808
$10.7K 0.01%
378
809
$10.7K 0.01%
103
810
$10.6K 0.01%
412
-90
811
$10.6K 0.01%
513
812
$10.6K 0.01%
182
813
$10.5K 0.01%
137
814
$10.5K 0.01%
+187
815
$10.4K 0.01%
239
816
$10.4K 0.01%
76
817
$10.4K 0.01%
228
818
$10.3K 0.01%
111
819
$10.3K 0.01%
153
820
$10.2K 0.01%
525
821
$10.2K 0.01%
230
822
$10.1K 0.01%
129
823
$10.1K 0.01%
190
824
$9.92K 0.01%
287
825
$9.89K 0.01%
90
31 32
33
34 35