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
1051
$1.01K ﹤0.01%
9
1052
$983 ﹤0.01%
9
1053
$931 ﹤0.01%
23
1054
$931 ﹤0.01%
23
-3
1055
$924 ﹤0.01%
23
1056
$915 ﹤0.01%
80
1057
$915 ﹤0.01%
21
1058
$913 ﹤0.01%
30
1059
$908 ﹤0.01%
17
1060
$891 ﹤0.01%
38
1061
$885 ﹤0.01%
30
1062
$859 ﹤0.01%
50
1063
$833 ﹤0.01%
12
1064
$774 ﹤0.01%
21
-8
1065
$746 ﹤0.01%
12
1066
$698 ﹤0.01%
10
1067
$698 ﹤0.01%
35
1068
$694 ﹤0.01%
9
1069
$683 ﹤0.01%
+13
1070
$681 ﹤0.01%
9
1071
$672 ﹤0.01%
26
1072
$669 ﹤0.01%
8
1073
$666 ﹤0.01%
10
1074
$660 ﹤0.01%
7
1075
$633 ﹤0.01%
14
41 42
43
44 45