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
876
$7.63K 0.01%
49
877
$7.62K 0.01%
55
878
$7.61K 0.01%
123
879
$7.45K 0.01%
488
880
$7.4K 0.01%
160
881
$7.2K 0.01%
157
882
$7.14K 0.01%
42
-113
883
$7.07K ﹤0.01%
262
884
$6.94K ﹤0.01%
366
885
$6.92K ﹤0.01%
+237
886
$6.9K ﹤0.01%
409
887
$6.82K ﹤0.01%
440
888
$6.79K ﹤0.01%
195
889
$6.65K ﹤0.01%
448
-680
890
$6.61K ﹤0.01%
344
891
$6.61K ﹤0.01%
63
892
$6.6K ﹤0.01%
106
893
$6.58K ﹤0.01%
+1,982
894
$6.57K ﹤0.01%
490
-97
895
$6.56K ﹤0.01%
46
+3
896
$6.54K ﹤0.01%
133
-235
897
$6.49K ﹤0.01%
276
898
$6.4K ﹤0.01%
51
899
$6.2K ﹤0.01%
94
900
$6.18K ﹤0.01%
172
-2
34 35
36
37 38