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
826
$9.86K 0.01%
+63
827
$9.83K 0.01%
173
828
$9.81K 0.01%
140
829
$9.8K 0.01%
101
830
$9.79K 0.01%
117
831
$9.72K 0.01%
76
832
$9.72K 0.01%
231
833
$9.71K 0.01%
179
834
$9.65K 0.01%
67
835
$9.59K 0.01%
394
836
$9.59K 0.01%
1,262
837
$9.59K 0.01%
86
838
$9.57K 0.01%
139
839
$9.47K 0.01%
1,255
840
$9.46K 0.01%
104
841
$9.43K 0.01%
552
842
$9.41K 0.01%
44
-19
843
$9.39K 0.01%
14
844
$9.35K 0.01%
401
845
$9.29K 0.01%
85
+5
846
$9.19K 0.01%
29
847
$9.02K 0.01%
389
848
$8.93K 0.01%
572
849
$8.9K 0.01%
2,186
850
$8.83K 0.01%
1,069
32 33
34
35 36