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
76
$230K 0.22%
+4,504
77
$227K 0.22%
+1,446
78
$226K 0.21%
+3,685
79
$225K 0.21%
+866
80
$224K 0.21%
+1,922
81
$224K 0.21%
+5,587
82
$218K 0.21%
+2,098
83
$218K 0.21%
+17,268
84
$215K 0.2%
+2,345
85
$209K 0.2%
+7,064
86
$208K 0.2%
+2,407
87
$208K 0.2%
+1,974
88
$206K 0.2%
+4,915
89
$205K 0.19%
+3,200
90
$202K 0.19%
+5,018
91
$191K 0.18%
+3,566
92
$188K 0.18%
+4,643
93
$187K 0.18%
+5,075
94
$184K 0.17%
+1,652
95
$181K 0.17%
+1,224
96
$180K 0.17%
+13,506
97
$180K 0.17%
+2,836
98
$178K 0.17%
+5,653
99
$176K 0.17%
+21,300
100
$175K 0.17%
+3,245
2 3
4
5 6