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
+$731K
2
+$174K
3
+$153K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$151K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K

Top Sells

1
+$470K
2
+$216K
3
+$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2.86K ﹤0.01%
65
977
$2.79K ﹤0.01%
65
978
$2.78K ﹤0.01%
102
979
$2.77K ﹤0.01%
108
980
$2.76K ﹤0.01%
24
981
$2.73K ﹤0.01%
89
982
$2.69K ﹤0.01%
40
983
$2.68K ﹤0.01%
132
984
$2.67K ﹤0.01%
26
985
$2.6K ﹤0.01%
51
986
$2.59K ﹤0.01%
109
-598
987
$2.58K ﹤0.01%
24
988
$2.56K ﹤0.01%
64
989
$2.5K ﹤0.01%
33
990
$2.49K ﹤0.01%
28
991
$2.48K ﹤0.01%
15
-84
992
$2.32K ﹤0.01%
20
993
$2.29K ﹤0.01%
39
-108
994
$2.27K ﹤0.01%
21
995
$2.26K ﹤0.01%
40
996
$2.24K ﹤0.01%
48
997
$2.2K ﹤0.01%
45
-17
998
$2.19K ﹤0.01%
40
999
$2.15K ﹤0.01%
81
1000
$2.14K ﹤0.01%
55
38 39
40
41 42