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
176
$130K 0.09%
1,932
-21
177
$129K 0.09%
2,988
178
$127K 0.09%
3,068
179
$125K 0.09%
1,328
180
$120K 0.08%
1,470
181
$119K 0.08%
1,111
182
$119K 0.08%
3,486
183
$114K 0.08%
2,660
184
$114K 0.08%
1,607
-4
185
$113K 0.08%
4,446
-19
186
$113K 0.08%
3,729
187
$109K 0.08%
1,447
188
$108K 0.08%
812
-5
189
$108K 0.07%
3,014
-62
190
$107K 0.07%
1,908
191
$106K 0.07%
1,347
192
$106K 0.07%
1,428
193
$105K 0.07%
2,169
194
$105K 0.07%
1,286
195
$100K 0.07%
1,765
196
$100K 0.07%
1,524
197
$99.8K 0.07%
2,968
198
$98.8K 0.07%
332
199
$98.6K 0.07%
580
200
$98.5K 0.07%
10,400
6 7
8
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