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
151
$154K 0.11%
2,188
152
$152K 0.11%
305
153
$151K 0.11%
12,440
154
$149K 0.1%
3,374
-417
155
$149K 0.1%
4,672
156
$148K 0.1%
8,519
157
$147K 0.1%
3,173
-9
158
$146K 0.1%
72
159
$144K 0.1%
6,285
160
$143K 0.1%
3,172
161
$142K 0.1%
2,252
162
$142K 0.1%
4,210
-9
163
$140K 0.1%
5,790
-930
164
$140K 0.1%
6,688
+202
165
$139K 0.1%
581
-10
166
$137K 0.1%
972
+17
167
$135K 0.09%
1,778
168
$134K 0.09%
902
169
$134K 0.09%
2,081
-10
170
$132K 0.09%
633
171
$131K 0.09%
1,053
-8
172
$130K 0.09%
943
+104
173
$130K 0.09%
1,072
174
$130K 0.09%
1,049
175
$130K 0.09%
3,625
5 6
7
8 9