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
+$731K
2
+$174K
3
+$153K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$151K
5
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$150K

Top Sells

1
+$470K
2
+$216K
3
+$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$96.9K 0.07%
3,024
202
$95.4K 0.07%
1,309
203
$94.5K 0.07%
1,803
-261
204
$94.4K 0.07%
2,182
205
$92.5K 0.06%
1,464
206
$91.8K 0.06%
1,304
207
$91.7K 0.06%
1,345
-100
208
$91K 0.06%
852
209
$88.9K 0.06%
2,048
210
$86.5K 0.06%
504
211
$86.4K 0.06%
2,000
212
$85.3K 0.06%
506
213
$85.1K 0.06%
1,102
214
$83.9K 0.06%
2,187
215
$82.2K 0.06%
1,443
+6
216
$80.5K 0.06%
2,986
-250
217
$80.2K 0.06%
353
218
$78.7K 0.05%
3,030
-1,660
219
$78.5K 0.05%
962
220
$78.2K 0.05%
277
221
$76.2K 0.05%
723
-106
222
$75.1K 0.05%
882
223
$74.1K 0.05%
794
224
$73.6K 0.05%
1,056
225
$73.2K 0.05%
3,324
7 8
9
10 11