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
1076
$622 ﹤0.01%
11
1077
$619 ﹤0.01%
8
-23
1078
$615 ﹤0.01%
9
1079
$610 ﹤0.01%
22
1080
$591 ﹤0.01%
+14
1081
$581 ﹤0.01%
10
1082
$577 ﹤0.01%
13
1083
$560 ﹤0.01%
16
1084
$557 ﹤0.01%
21
1085
$553 ﹤0.01%
20
1086
$550 ﹤0.01%
6
1087
$539 ﹤0.01%
25
1088
$535 ﹤0.01%
7
1089
$518 ﹤0.01%
14
1090
$516 ﹤0.01%
4
1091
$499 ﹤0.01%
19
1092
$475 ﹤0.01%
6
1093
$463 ﹤0.01%
11
1094
$462 ﹤0.01%
8
1095
$434 ﹤0.01%
13
1096
$432 ﹤0.01%
27
-39
1097
$425 ﹤0.01%
7
1098
$418 ﹤0.01%
8
1099
$399 ﹤0.01%
+3
1100
$383 ﹤0.01%
33
-3
42 43
44
45 46