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
1076
$681 ﹤0.01%
9
1077
$672 ﹤0.01%
26
1078
$669 ﹤0.01%
8
1079
$666 ﹤0.01%
10
1080
$660 ﹤0.01%
7
1081
$633 ﹤0.01%
14
1082
$622 ﹤0.01%
11
1083
$619 ﹤0.01%
8
-23
1084
$615 ﹤0.01%
9
1085
$610 ﹤0.01%
22
1086
$591 ﹤0.01%
+14
1087
$581 ﹤0.01%
10
1088
$577 ﹤0.01%
13
1089
$560 ﹤0.01%
16
1090
$557 ﹤0.01%
21
1091
$553 ﹤0.01%
20
1092
$550 ﹤0.01%
6
1093
$539 ﹤0.01%
25
1094
$535 ﹤0.01%
7
1095
$518 ﹤0.01%
14
1096
$516 ﹤0.01%
4
1097
$499 ﹤0.01%
19
1098
$475 ﹤0.01%
6
1099
$463 ﹤0.01%
11
1100
$462 ﹤0.01%
8
42 43
44
45 46