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
976
$3.02K ﹤0.01%
110
-138
977
$2.93K ﹤0.01%
112
978
$2.89K ﹤0.01%
34
979
$2.87K ﹤0.01%
19
980
$2.87K ﹤0.01%
18
+9
981
$2.86K ﹤0.01%
65
982
$2.79K ﹤0.01%
65
983
$2.78K ﹤0.01%
102
984
$2.77K ﹤0.01%
108
985
$2.76K ﹤0.01%
24
986
$2.73K ﹤0.01%
89
987
$2.69K ﹤0.01%
40
988
$2.68K ﹤0.01%
132
989
$2.67K ﹤0.01%
26
990
$2.6K ﹤0.01%
51
991
$2.59K ﹤0.01%
109
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992
$2.58K ﹤0.01%
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993
$2.56K ﹤0.01%
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994
$2.5K ﹤0.01%
33
995
$2.49K ﹤0.01%
28
996
$2.48K ﹤0.01%
15
-84
997
$2.32K ﹤0.01%
20
998
$2.29K ﹤0.01%
39
-108
999
$2.27K ﹤0.01%
21
1000
$2.26K ﹤0.01%
40
38 39
40
41 42