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
851
$2.4K ﹤0.01%
+93
852
$2.4K ﹤0.01%
+19
853
$2.32K ﹤0.01%
+224
854
$2.31K ﹤0.01%
+120
855
$2.25K ﹤0.01%
+100
856
$2.22K ﹤0.01%
+23
857
$2.19K ﹤0.01%
+65
858
$2.19K ﹤0.01%
+62
859
$2.18K ﹤0.01%
+28
860
$2.15K ﹤0.01%
+74
861
$2.11K ﹤0.01%
+87
862
$2.08K ﹤0.01%
+76
863
$2.07K ﹤0.01%
+92
864
$2.05K ﹤0.01%
+40
865
$2.02K ﹤0.01%
+108
866
$2.01K ﹤0.01%
+56
867
$2K ﹤0.01%
+18
868
$1.98K ﹤0.01%
+45
869
$1.97K ﹤0.01%
+32
870
$1.92K ﹤0.01%
+33
871
$1.92K ﹤0.01%
+75
872
$1.9K ﹤0.01%
+299
873
$1.9K ﹤0.01%
+88
874
$1.88K ﹤0.01%
+40
875
$1.87K ﹤0.01%
+47
33 34
35
36 37