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
1051
$1.11K ﹤0.01%
21
1052
$1.06K ﹤0.01%
11
1053
$1.06K ﹤0.01%
39
1054
$1.04K ﹤0.01%
10
1055
$1.03K ﹤0.01%
7
1056
$1.03K ﹤0.01%
+41
1057
$1.01K ﹤0.01%
9
1058
$983 ﹤0.01%
9
1059
$931 ﹤0.01%
23
1060
$931 ﹤0.01%
23
-3
1061
$924 ﹤0.01%
23
1062
$915 ﹤0.01%
80
1063
$915 ﹤0.01%
21
1064
$913 ﹤0.01%
30
1065
$908 ﹤0.01%
17
1066
$891 ﹤0.01%
38
1067
$885 ﹤0.01%
30
1068
$859 ﹤0.01%
50
1069
$833 ﹤0.01%
12
1070
$774 ﹤0.01%
21
-8
1071
$746 ﹤0.01%
12
1072
$698 ﹤0.01%
10
1073
$698 ﹤0.01%
35
1074
$694 ﹤0.01%
9
1075
$683 ﹤0.01%
+13
41 42
43
44 45