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
201
$72.2K 0.07%
+3,374
202
$70.3K 0.07%
+1,750
203
$69.7K 0.07%
+910
204
$68.3K 0.06%
+565
205
$66.9K 0.06%
+1,102
206
$66.5K 0.06%
+699
207
$66.3K 0.06%
+1,302
208
$65.7K 0.06%
+1,478
209
$65.5K 0.06%
+1,712
210
$65.3K 0.06%
+1,338
211
$64.8K 0.06%
+2,084
212
$64.4K 0.06%
+2,796
213
$63.7K 0.06%
+1,187
214
$63.5K 0.06%
+960
215
$63.3K 0.06%
+1,464
216
$62.3K 0.06%
+998
217
$62.3K 0.06%
+794
218
$61.9K 0.06%
+1,517
219
$60.5K 0.06%
+1,299
220
$60.4K 0.06%
+1,646
221
$59.8K 0.06%
+1,056
222
$59.1K 0.06%
+2,055
223
$58.1K 0.06%
+941
224
$57.5K 0.05%
+1,934
225
$57.4K 0.05%
+8,760
7 8
9
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