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
926
$4.62K ﹤0.01%
296
927
$4.61K ﹤0.01%
63
-15
928
$4.6K ﹤0.01%
46
929
$4.58K ﹤0.01%
87
930
$4.54K ﹤0.01%
+241
931
$4.54K ﹤0.01%
25
932
$4.51K ﹤0.01%
91
933
$4.45K ﹤0.01%
23
934
$4.42K ﹤0.01%
190
935
$4.39K ﹤0.01%
+4
936
$4.3K ﹤0.01%
60
-37
937
$4.3K ﹤0.01%
162
+140
938
$4.29K ﹤0.01%
21
939
$4.27K ﹤0.01%
58
940
$4.22K ﹤0.01%
63
941
$4.16K ﹤0.01%
53
942
$4.15K ﹤0.01%
161
-487
943
$4.13K ﹤0.01%
103
-23
944
$4.1K ﹤0.01%
225
945
$4K ﹤0.01%
59
946
$3.95K ﹤0.01%
68
947
$3.92K ﹤0.01%
23
948
$3.9K ﹤0.01%
299
949
$3.89K ﹤0.01%
52
950
$3.88K ﹤0.01%
31
36 37
38
39 40