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
1026
$1.69K ﹤0.01%
26
1027
$1.66K ﹤0.01%
10
+4
1028
$1.63K ﹤0.01%
67
1029
$1.6K ﹤0.01%
+56
1030
$1.6K ﹤0.01%
33
1031
$1.56K ﹤0.01%
88
1032
$1.55K ﹤0.01%
15
1033
$1.53K ﹤0.01%
35
1034
$1.52K ﹤0.01%
34
1035
$1.49K ﹤0.01%
20
1036
$1.47K ﹤0.01%
80
+14
1037
$1.47K ﹤0.01%
128
1038
$1.46K ﹤0.01%
39
1039
$1.3K ﹤0.01%
16
1040
$1.29K ﹤0.01%
34
1041
$1.29K ﹤0.01%
+31
1042
$1.29K ﹤0.01%
39
1043
$1.23K ﹤0.01%
18
1044
$1.23K ﹤0.01%
59
1045
$1.18K ﹤0.01%
12
1046
$1.17K ﹤0.01%
16
-11
1047
$1.17K ﹤0.01%
34
1048
$1.16K ﹤0.01%
22
1049
$1.15K ﹤0.01%
27
1050
$1.13K ﹤0.01%
11
40 41
42
43 44