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
926
$703 ﹤0.01%
+21
927
$693 ﹤0.01%
+23
928
$691 ﹤0.01%
+10
929
$683 ﹤0.01%
+6
930
$675 ﹤0.01%
+25
931
$672 ﹤0.01%
+67
932
$666 ﹤0.01%
+15
933
$666 ﹤0.01%
+6
934
$664 ﹤0.01%
+30
935
$660 ﹤0.01%
+8
936
$653 ﹤0.01%
+19
937
$650 ﹤0.01%
+41
938
$649 ﹤0.01%
+20
939
$643 ﹤0.01%
+9
940
$620 ﹤0.01%
+23
941
$609 ﹤0.01%
+12
942
$607 ﹤0.01%
+21
943
$597 ﹤0.01%
+16
944
$595 ﹤0.01%
+4
945
$594 ﹤0.01%
+8
946
$581 ﹤0.01%
+9
947
$557 ﹤0.01%
+9
948
$547 ﹤0.01%
+27
949
$544 ﹤0.01%
+9
950
$543 ﹤0.01%
+16
36 37
38
39 40