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
951
$510 ﹤0.01%
+8
952
$484 ﹤0.01%
+5
953
$476 ﹤0.01%
+60
954
$463 ﹤0.01%
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955
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+11
956
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957
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+30
958
$445 ﹤0.01%
+9
959
$444 ﹤0.01%
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960
$443 ﹤0.01%
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961
$435 ﹤0.01%
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962
$429 ﹤0.01%
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963
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964
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965
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966
$418 ﹤0.01%
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967
$413 ﹤0.01%
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968
$409 ﹤0.01%
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969
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970
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+11
971
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+14
972
$399 ﹤0.01%
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973
$398 ﹤0.01%
+16
974
$394 ﹤0.01%
+22
975
$374 ﹤0.01%
+4
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