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
901
$5.93K ﹤0.01%
56
902
$5.65K ﹤0.01%
51
903
$5.63K ﹤0.01%
41
904
$5.59K ﹤0.01%
108
905
$5.58K ﹤0.01%
133
906
$5.5K ﹤0.01%
96
907
$5.46K ﹤0.01%
352
908
$5.42K ﹤0.01%
+54
909
$5.4K ﹤0.01%
600
910
$5.32K ﹤0.01%
378
911
$5.29K ﹤0.01%
87
912
$5.2K ﹤0.01%
71
913
$5.14K ﹤0.01%
246
914
$5.05K ﹤0.01%
449
915
$5K ﹤0.01%
66
916
$4.93K ﹤0.01%
53
+8
917
$4.9K ﹤0.01%
35
918
$4.71K ﹤0.01%
216
919
$4.69K ﹤0.01%
132
-487
920
$4.68K ﹤0.01%
51
921
$4.62K ﹤0.01%
296
922
$4.61K ﹤0.01%
63
-15
923
$4.6K ﹤0.01%
46
924
$4.58K ﹤0.01%
87
925
$4.54K ﹤0.01%
+241
35 36
37
38 39