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
151
$124K 0.12%
+602
152
$122K 0.12%
+358
153
$121K 0.12%
+4,894
154
$120K 0.11%
+4,452
155
$119K 0.11%
+2,156
156
$119K 0.11%
+3,031
157
$118K 0.11%
+1,400
158
$118K 0.11%
+1,040
159
$118K 0.11%
+3,024
160
$118K 0.11%
+2,660
161
$117K 0.11%
+1,059
162
$117K 0.11%
+3,473
163
$113K 0.11%
+1,203
164
$113K 0.11%
+1,139
165
$111K 0.11%
+3,047
166
$110K 0.1%
+3,090
167
$110K 0.1%
+2,351
168
$109K 0.1%
+3,879
169
$108K 0.1%
+801
170
$107K 0.1%
+1,428
171
$102K 0.1%
+1,418
172
$101K 0.1%
+1,345
173
$98.1K 0.09%
+445
174
$98K 0.09%
+1,944
175
$97.2K 0.09%
+1,012
5 6
7
8 9