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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.17M
3
+$3.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.02M
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$2.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.61%
2 Healthcare 7.48%
3 Technology 7.31%
4 Consumer Staples 5.65%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$147K 0.14%
+1,055
127
$146K 0.14%
+902
128
$146K 0.14%
+1,048
129
$144K 0.14%
+1,111
130
$142K 0.13%
+2,107
131
$142K 0.13%
+1,919
132
$141K 0.13%
+1,843
133
$141K 0.13%
+2,182
134
$141K 0.13%
+3,604
135
$140K 0.13%
+1,772
136
$140K 0.13%
+2,279
137
$139K 0.13%
+4,169
138
$138K 0.13%
+1,826
139
$137K 0.13%
+2,968
140
$137K 0.13%
+6,476
141
$136K 0.13%
+581
142
$135K 0.13%
+1,825
143
$134K 0.13%
+4,339
144
$134K 0.13%
+6,398
145
$133K 0.13%
+1,229
146
$131K 0.12%
+2,353
147
$130K 0.12%
+3,106
148
$129K 0.12%
+1,600
149
$128K 0.12%
+3,351
150
$126K 0.12%
+799
4 5
6
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