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
176
$97.1K 0.09%
+3,903
177
$95K 0.09%
+603
178
$94.5K 0.09%
+8,556
179
$94.3K 0.09%
+2,988
180
$94.3K 0.09%
+687
181
$94.2K 0.09%
+3,324
182
$94.1K 0.09%
+3,679
183
$93.2K 0.09%
+1,447
184
$92.8K 0.09%
+72
185
$91.7K 0.09%
+3,625
186
$90.7K 0.09%
+1,949
187
$89.4K 0.08%
+2,188
188
$88K 0.08%
+1,397
189
$87.8K 0.08%
+2,986
190
$83.8K 0.08%
+10,672
191
$83.8K 0.08%
+1,336
192
$83K 0.08%
+4,010
193
$82.5K 0.08%
+1,328
194
$80.6K 0.08%
+1,047
195
$79.8K 0.08%
+747
196
$79.6K 0.08%
+1,470
197
$79.1K 0.08%
+1,189
198
$77.8K 0.07%
+4,809
199
$76.8K 0.07%
+2,826
200
$76K 0.07%
+1,288
6 7
8
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