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
1001
$2.14K ﹤0.01%
20
1002
$2.08K ﹤0.01%
91
1003
$2.07K ﹤0.01%
140
1004
$2.03K ﹤0.01%
22
1005
$1.97K ﹤0.01%
29
-13
1006
$1.97K ﹤0.01%
15
-134
1007
$1.95K ﹤0.01%
19
1008
$1.95K ﹤0.01%
71
1009
$1.9K ﹤0.01%
62
1010
$1.89K ﹤0.01%
+113
1011
$1.87K ﹤0.01%
12
1012
$1.79K ﹤0.01%
24
1013
$1.76K ﹤0.01%
17
1014
$1.76K ﹤0.01%
13
1015
$1.74K ﹤0.01%
43
1016
$1.73K ﹤0.01%
43
1017
$1.73K ﹤0.01%
41
-20
1018
$1.71K ﹤0.01%
+29
1019
$1.7K ﹤0.01%
26
+12
1020
$1.69K ﹤0.01%
26
1021
$1.66K ﹤0.01%
10
+4
1022
$1.63K ﹤0.01%
67
1023
$1.6K ﹤0.01%
+56
1024
$1.6K ﹤0.01%
33
1025
$1.56K ﹤0.01%
88
39 40
41
42 43