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
951
$3.87K ﹤0.01%
224
952
$3.86K ﹤0.01%
108
953
$3.82K ﹤0.01%
86
-1
954
$3.74K ﹤0.01%
917
955
$3.71K ﹤0.01%
+38
956
$3.71K ﹤0.01%
55
957
$3.65K ﹤0.01%
74
958
$3.64K ﹤0.01%
206
-55
959
$3.63K ﹤0.01%
57
960
$3.62K ﹤0.01%
85
+21
961
$3.59K ﹤0.01%
174
-489
962
$3.56K ﹤0.01%
27
963
$3.52K ﹤0.01%
54
964
$3.5K ﹤0.01%
96
965
$3.48K ﹤0.01%
30
966
$3.48K ﹤0.01%
41
967
$3.44K ﹤0.01%
20
968
$3.35K ﹤0.01%
88
969
$3.28K ﹤0.01%
45
970
$3.19K ﹤0.01%
54
971
$3.17K ﹤0.01%
75
972
$3.1K ﹤0.01%
109
973
$3.07K ﹤0.01%
32
974
$3.06K ﹤0.01%
18
975
$3.04K ﹤0.01%
63
37 38
39
40 41