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
1001
$2.24K ﹤0.01%
48
1002
$2.2K ﹤0.01%
45
-17
1003
$2.19K ﹤0.01%
40
1004
$2.15K ﹤0.01%
81
1005
$2.14K ﹤0.01%
55
1006
$2.14K ﹤0.01%
20
1007
$2.13K ﹤0.01%
3
1008
$2.08K ﹤0.01%
91
1009
$2.07K ﹤0.01%
140
1010
$2.03K ﹤0.01%
22
1011
$1.97K ﹤0.01%
29
-13
1012
$1.97K ﹤0.01%
15
-134
1013
$1.95K ﹤0.01%
19
1014
$1.95K ﹤0.01%
71
1015
$1.9K ﹤0.01%
62
1016
$1.89K ﹤0.01%
+113
1017
$1.87K ﹤0.01%
12
1018
$1.79K ﹤0.01%
24
1019
$1.76K ﹤0.01%
17
1020
$1.76K ﹤0.01%
13
1021
$1.74K ﹤0.01%
43
1022
$1.73K ﹤0.01%
43
1023
$1.73K ﹤0.01%
41
-20
1024
$1.71K ﹤0.01%
+29
1025
$1.7K ﹤0.01%
26
+12
39 40
41
42 43