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
876
$1.87K ﹤0.01%
+97
877
$1.81K ﹤0.01%
+71
878
$1.76K ﹤0.01%
+22
879
$1.65K ﹤0.01%
+34
880
$1.64K ﹤0.01%
+13
881
$1.59K ﹤0.01%
+122
882
$1.59K ﹤0.01%
+55
883
$1.58K ﹤0.01%
+8
884
$1.57K ﹤0.01%
+50
885
$1.54K ﹤0.01%
+33
886
$1.53K ﹤0.01%
+146
887
$1.47K ﹤0.01%
+24
888
$1.44K ﹤0.01%
+24
889
$1.42K ﹤0.01%
+24
890
$1.4K ﹤0.01%
+61
891
$1.4K ﹤0.01%
+71
892
$1.38K ﹤0.01%
+22
893
$1.34K ﹤0.01%
+140
894
$1.33K ﹤0.01%
+20
895
$1.31K ﹤0.01%
+17
896
$1.27K ﹤0.01%
+169
897
$1.21K ﹤0.01%
+26
898
$1.2K ﹤0.01%
+44
899
$1.16K ﹤0.01%
+20
900
$1.15K ﹤0.01%
+24
34 35
36
37 38