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
851
$9.19K 0.01%
29
852
$9.02K 0.01%
389
853
$8.93K 0.01%
572
854
$8.9K 0.01%
2,186
855
$8.83K 0.01%
1,069
856
$8.76K 0.01%
40
857
$8.72K 0.01%
105
858
$8.64K 0.01%
378
859
$8.61K 0.01%
486
860
$8.53K 0.01%
1,002
861
$8.51K 0.01%
222
862
$8.48K 0.01%
577
863
$8.39K 0.01%
37
864
$8.29K 0.01%
196
865
$8.28K 0.01%
288
866
$8.25K 0.01%
223
-4
867
$8.24K 0.01%
246
868
$8.14K 0.01%
20
869
$8.07K 0.01%
79
870
$7.95K 0.01%
+133
871
$7.93K 0.01%
23
872
$7.89K 0.01%
98
873
$7.86K 0.01%
385
874
$7.73K 0.01%
186
875
$7.69K 0.01%
142
33 34
35
36 37