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
201
$97.4K 0.07%
1,407
202
$96.9K 0.07%
3,024
203
$95.4K 0.07%
1,309
204
$94.5K 0.07%
1,803
-261
205
$94.4K 0.07%
2,182
206
$92.5K 0.06%
1,464
207
$91.8K 0.06%
1,304
208
$91.7K 0.06%
1,345
-100
209
$91K 0.06%
852
210
$88.9K 0.06%
2,048
211
$86.5K 0.06%
504
212
$86.4K 0.06%
2,000
213
$85.3K 0.06%
506
214
$85.1K 0.06%
1,102
215
$83.9K 0.06%
2,187
216
$82.2K 0.06%
1,443
+6
217
$80.5K 0.06%
2,986
-250
218
$80.2K 0.06%
353
219
$78.7K 0.05%
3,030
-1,660
220
$78.5K 0.05%
962
221
$78.2K 0.05%
277
222
$76.2K 0.05%
723
-106
223
$75.1K 0.05%
882
224
$74.9K 0.05%
1,508
225
$74.1K 0.05%
794
7 8
9
10 11