SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
1
$15.8M 10.96%
1,455,018
+67,770
2
$14.4M 10.01%
734,712
+5,000
3
$5.32M 3.7%
205,467
+5,510
4
$4.48M 3.12%
243,476
+8,452
5
$3.4M 2.36%
67,998
-834
6
$3.23M 2.25%
21,234
7
$2.88M 2%
62,132
+3,840
8
$2.47M 1.72%
46,576
-332
9
$2.41M 1.68%
424,542
+26,465
10
$2.14M 1.49%
16,921
+17
11
$2.01M 1.4%
20,402
+583
12
$1.68M 1.17%
13,826
+176
13
$1.61M 1.12%
19,333
14
$1.4M 0.97%
32,278
+1,825
15
$1.25M 0.87%
14,700
-280
16
$1.24M 0.86%
12,687
17
$1.2M 0.84%
23,218
-4,176
18
$1.17M 0.82%
10,238
-4,083
19
$1.16M 0.81%
5,970
+124
20
$1.15M 0.8%
13,950
-19
21
$1.01M 0.71%
23,132
+146
22
$1.01M 0.7%
9,692
+70
23
$948K 0.66%
33,627
+1,012
24
$942K 0.66%
4,847
-3
25
$858K 0.6%
51,896
+1,672
1
2 3 4 5