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
851
$8.76K 0.01%
40
852
$8.72K 0.01%
105
853
$8.64K 0.01%
378
854
$8.61K 0.01%
486
855
$8.53K 0.01%
1,002
856
$8.51K 0.01%
222
857
$8.48K 0.01%
577
858
$8.39K 0.01%
37
859
$8.29K 0.01%
196
860
$8.28K 0.01%
288
861
$8.25K 0.01%
223
-4
862
$8.24K 0.01%
246
863
$8.14K 0.01%
20
864
$8.07K 0.01%
79
865
$7.95K 0.01%
+133
866
$7.93K 0.01%
23
867
$7.89K 0.01%
98
868
$7.86K 0.01%
385
869
$7.73K 0.01%
186
870
$7.69K 0.01%
142
871
$7.63K 0.01%
49
872
$7.62K 0.01%
55
873
$7.61K 0.01%
123
874
$7.45K 0.01%
488
875
$7.4K 0.01%
160
33 34
35
36 37