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
901
$6.11K ﹤0.01%
45
902
$6.11K ﹤0.01%
683
-799
903
$6.05K ﹤0.01%
280
904
$5.95K ﹤0.01%
48
905
$5.95K ﹤0.01%
183
906
$5.93K ﹤0.01%
56
907
$5.65K ﹤0.01%
51
908
$5.63K ﹤0.01%
41
909
$5.59K ﹤0.01%
108
910
$5.58K ﹤0.01%
133
911
$5.5K ﹤0.01%
96
912
$5.46K ﹤0.01%
352
913
$5.42K ﹤0.01%
+54
914
$5.4K ﹤0.01%
600
915
$5.32K ﹤0.01%
378
916
$5.29K ﹤0.01%
87
917
$5.2K ﹤0.01%
71
918
$5.14K ﹤0.01%
246
919
$5.05K ﹤0.01%
449
920
$5K ﹤0.01%
66
921
$4.93K ﹤0.01%
53
+8
922
$4.9K ﹤0.01%
35
923
$4.71K ﹤0.01%
216
924
$4.69K ﹤0.01%
132
-487
925
$4.68K ﹤0.01%
51
35 36
37
38 39