SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
76
$317K 0.22%
6,666
+8
77
$312K 0.22%
5,205
78
$310K 0.22%
5,083
+81
79
$308K 0.21%
3,624
80
$307K 0.21%
2,930
81
$303K 0.21%
1,388
-104
82
$302K 0.21%
1,021
-10
83
$301K 0.21%
2,837
84
$298K 0.21%
1,098
85
$292K 0.2%
1,197
86
$290K 0.2%
1,242
87
$289K 0.2%
3,669
88
$285K 0.2%
1,292
89
$283K 0.2%
5,783
+15
90
$273K 0.19%
5,063
91
$273K 0.19%
3,116
92
$262K 0.18%
1,974
93
$261K 0.18%
15,100
+30
94
$259K 0.18%
2,403
95
$256K 0.18%
4,072
-23
96
$256K 0.18%
1,074
97
$255K 0.18%
877
98
$254K 0.18%
1,860
99
$253K 0.18%
5,472
100
$247K 0.17%
4,171
2 3
4
5 6