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
976
$373 ﹤0.01%
+13
977
$372 ﹤0.01%
+11
978
$362 ﹤0.01%
+7
979
$356 ﹤0.01%
+19
980
$348 ﹤0.01%
+7
981
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+37
982
$318 ﹤0.01%
+11
983
$305 ﹤0.01%
+12
984
$301 ﹤0.01%
+3
985
$296 ﹤0.01%
+50
986
$295 ﹤0.01%
+8
987
$268 ﹤0.01%
+31
988
– –
0
989
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+20
990
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991
$236 ﹤0.01%
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992
$213 ﹤0.01%
+78
993
$210 ﹤0.01%
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994
$172 ﹤0.01%
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995
$171 ﹤0.01%
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996
$162 ﹤0.01%
+4
997
$140 ﹤0.01%
+1
998
$68 ﹤0.01%
+1
999
$61 ﹤0.01%
+6
1000
$38 ﹤0.01%
+336
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