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
126
$193K 0.13%
10,030
127
$193K 0.13%
6,000
+1,186
128
$192K 0.13%
2,107
129
$192K 0.13%
1,168
130
$189K 0.13%
1,400
131
$186K 0.13%
1,395
132
$182K 0.13%
2,279
133
$179K 0.12%
2,770
134
$177K 0.12%
6,446
135
$175K 0.12%
3,302
136
$172K 0.12%
1,052
137
$172K 0.12%
2,353
138
$172K 0.12%
1,361
139
$171K 0.12%
2,876
140
$168K 0.12%
1,971
-12
141
$167K 0.12%
1,964
-3
142
$167K 0.12%
2,566
-218
143
$166K 0.12%
8,477
144
$162K 0.11%
872
145
$161K 0.11%
1,930
146
$160K 0.11%
2,338
147
$158K 0.11%
4,336
148
$158K 0.11%
3,743
149
$158K 0.11%
3,615
+63
150
$156K 0.11%
452
4 5
6
7 8