SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
101
$243K 0.17%
895
102
$243K 0.17%
6,155
103
$241K 0.17%
5,340
104
$238K 0.17%
4,712
105
$237K 0.16%
4,221
-22
106
$236K 0.16%
1,681
-3
107
$235K 0.16%
4,254
108
$235K 0.16%
1,922
109
$235K 0.16%
39,680
110
$228K 0.16%
13,869
+249
111
$226K 0.16%
3,383
-9
112
$222K 0.15%
4,522
113
$220K 0.15%
2,351
114
$218K 0.15%
1,937
115
$214K 0.15%
2,014
116
$213K 0.15%
1,834
117
$213K 0.15%
2,595
118
$212K 0.15%
2,676
-256
119
$206K 0.14%
4,122
120
$204K 0.14%
7,146
+231
121
$203K 0.14%
3,973
122
$200K 0.14%
3,351
123
$199K 0.14%
11,199
124
$198K 0.14%
3,894
125
$195K 0.14%
7,428
3 4
5
6 7