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
826
$3.26K ﹤0.01%
+62
827
$3.19K ﹤0.01%
+107
828
$3.12K ﹤0.01%
+216
829
$3.12K ﹤0.01%
+79
830
$3.1K ﹤0.01%
+79
831
$3.09K ﹤0.01%
+112
832
$3.03K ﹤0.01%
+23
833
$3.02K ﹤0.01%
+58
834
$3.01K ﹤0.01%
+164
835
$2.97K ﹤0.01%
+71
836
$2.96K ﹤0.01%
+240
837
$2.87K ﹤0.01%
+74
838
$2.86K ﹤0.01%
+126
839
$2.79K ﹤0.01%
+29
840
$2.79K ﹤0.01%
+21
841
$2.7K ﹤0.01%
+58
842
$2.64K ﹤0.01%
+92
843
$2.6K ﹤0.01%
+36
844
$2.56K ﹤0.01%
+54
845
$2.54K ﹤0.01%
+73
846
$2.52K ﹤0.01%
+27
847
$2.49K ﹤0.01%
+81
848
$2.48K ﹤0.01%
+20
849
$2.42K ﹤0.01%
+51
850
$2.41K ﹤0.01%
+63
32 33
34
35 36