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
901
$1.15K ﹤0.01%
+88
902
$1.13K ﹤0.01%
+43
903
$1.11K ﹤0.01%
+10
904
$1.1K ﹤0.01%
+62
905
$1.07K ﹤0.01%
+21
906
$1.06K ﹤0.01%
+26
907
$1.03K ﹤0.01%
+9
908
$994 ﹤0.01%
+106
909
$992 ﹤0.01%
+17
910
$962 ﹤0.01%
+6
911
$952 ﹤0.01%
+118
912
$951 ﹤0.01%
+5
913
$924 ﹤0.01%
+18
914
$875 ﹤0.01%
+15
915
$854 ﹤0.01%
+12
916
$820 ﹤0.01%
+8
917
$818 ﹤0.01%
+8
918
$810 ﹤0.01%
+28
919
$778 ﹤0.01%
+8
920
$762 ﹤0.01%
+27
921
$733 ﹤0.01%
+11
922
$731 ﹤0.01%
+4
923
$719 ﹤0.01%
+9
924
$717 ﹤0.01%
+11
925
$711 ﹤0.01%
+35
35 36
37
38 39