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
876
$7.2K 0.01%
157
877
$7.14K 0.01%
42
-113
878
$7.07K ﹤0.01%
262
879
$6.94K ﹤0.01%
366
880
$6.92K ﹤0.01%
+237
881
$6.9K ﹤0.01%
409
882
$6.82K ﹤0.01%
440
883
$6.79K ﹤0.01%
195
884
$6.65K ﹤0.01%
448
-680
885
$6.61K ﹤0.01%
344
886
$6.61K ﹤0.01%
63
887
$6.6K ﹤0.01%
106
888
$6.58K ﹤0.01%
+1,982
889
$6.57K ﹤0.01%
490
-97
890
$6.56K ﹤0.01%
46
+3
891
$6.54K ﹤0.01%
133
-235
892
$6.49K ﹤0.01%
276
893
$6.4K ﹤0.01%
51
894
$6.2K ﹤0.01%
94
895
$6.18K ﹤0.01%
172
-2
896
$6.11K ﹤0.01%
45
897
$6.11K ﹤0.01%
683
-799
898
$6.05K ﹤0.01%
280
899
$5.95K ﹤0.01%
48
900
$5.95K ﹤0.01%
183
34 35
36
37 38