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
951
$3.71K ﹤0.01%
55
952
$3.65K ﹤0.01%
74
953
$3.64K ﹤0.01%
206
-55
954
$3.63K ﹤0.01%
57
955
$3.62K ﹤0.01%
85
+21
956
$3.59K ﹤0.01%
174
-489
957
$3.56K ﹤0.01%
27
958
$3.52K ﹤0.01%
54
959
$3.5K ﹤0.01%
96
960
$3.48K ﹤0.01%
30
961
$3.48K ﹤0.01%
41
962
$3.44K ﹤0.01%
20
963
$3.35K ﹤0.01%
88
964
$3.28K ﹤0.01%
45
965
$3.19K ﹤0.01%
54
966
$3.17K ﹤0.01%
75
967
$3.1K ﹤0.01%
109
968
$3.07K ﹤0.01%
32
969
$3.06K ﹤0.01%
18
970
$3.04K ﹤0.01%
63
971
$3.02K ﹤0.01%
110
-138
972
$2.93K ﹤0.01%
112
973
$2.89K ﹤0.01%
34
974
$2.87K ﹤0.01%
19
975
$2.87K ﹤0.01%
18
+9
37 38
39
40 41