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
1101
$434 ﹤0.01%
13
1102
$432 ﹤0.01%
18
-26
1103
$425 ﹤0.01%
7
1104
$418 ﹤0.01%
8
1105
$399 ﹤0.01%
+3
1106
$383 ﹤0.01%
33
-3
1107
$376 ﹤0.01%
9
1108
$362 ﹤0.01%
20
1109
$342 ﹤0.01%
16
1110
$337 ﹤0.01%
6
1111
$334 ﹤0.01%
13
1112
$322 ﹤0.01%
20
1113
$305 ﹤0.01%
3
1114
$298 ﹤0.01%
12
1115
$293 ﹤0.01%
4
1116
$292 ﹤0.01%
50
1117
$273 ﹤0.01%
+13
1118
$256 ﹤0.01%
9
1119
$217 ﹤0.01%
10
1120
$206 ﹤0.01%
5
1121
$113 ﹤0.01%
+11
1122
$92 ﹤0.01%
3
1123
$56 ﹤0.01%
6
1124
$35 ﹤0.01%
1
1125
$28 ﹤0.01%
2
43 44
45
46 47