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
826
$10.2K 0.01%
230
827
$10.1K 0.01%
129
828
$10.1K 0.01%
190
829
$9.92K 0.01%
287
830
$9.89K 0.01%
90
831
$9.86K 0.01%
+63
832
$9.83K 0.01%
173
833
$9.81K 0.01%
140
834
$9.8K 0.01%
101
835
$9.79K 0.01%
117
836
$9.72K 0.01%
76
837
$9.72K 0.01%
231
838
$9.71K 0.01%
179
839
$9.65K 0.01%
67
840
$9.59K 0.01%
394
841
$9.59K 0.01%
1,262
842
$9.59K 0.01%
86
843
$9.57K 0.01%
139
844
$9.47K 0.01%
1,255
845
$9.46K 0.01%
104
846
$9.43K 0.01%
552
847
$9.41K 0.01%
44
-19
848
$9.39K 0.01%
14
849
$9.35K 0.01%
401
850
$9.29K 0.01%
85
+5
32 33
34
35 36