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
$153M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$331K
3
+$321K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$306K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$486K
2
+$267K
3
+$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$76.8K 0.05%
862
227
$75.2K 0.05%
837
228
$73.6K 0.05%
648
-75
229
$72.6K 0.05%
1,056
230
$72.1K 0.05%
4,809
231
$71.1K 0.05%
3,374
232
$71.1K 0.05%
1,039
233
$70.4K 0.05%
899
-52
234
$70.3K 0.05%
792
235
$69.9K 0.05%
913
236
$69.8K 0.05%
635
237
$69.1K 0.05%
1,322
238
$69K 0.05%
1,187
239
$68.4K 0.04%
695
240
$67.8K 0.04%
1,499
-304
241
$66.8K 0.04%
510
242
$65.9K 0.04%
647
243
$65.8K 0.04%
1,290
+324
244
$65.2K 0.04%
699
245
$64.6K 0.04%
1,194
-1,372
246
$63.3K 0.04%
1,036
247
$63.2K 0.04%
259
248
$63.2K 0.04%
3,273
249
$62.9K 0.04%
2,966
250
$61.3K 0.04%
3,324
8 9
10
11 12