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
+$416K
2
+$325K
3
+$315K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$300K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$482K
2
+$268K
3
+$106K
4
SLB icon
SLB Ltd
SLB
+$92.6K
5
GE icon
GE Aerospace
GE
+$84.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.27%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75.2K 0.05%
837
227
$73.6K 0.05%
648
-75
228
$72.6K 0.05%
1,056
229
$72.1K 0.05%
4,809
230
$71.1K 0.05%
3,374
231
$71.1K 0.05%
1,039
232
$70.4K 0.05%
899
-52
233
$70.3K 0.05%
792
234
$69.9K 0.05%
913
235
$69.8K 0.05%
635
236
$69.1K 0.05%
1,322
237
$69K 0.05%
1,187
238
$68.4K 0.04%
695
239
$67.8K 0.04%
1,499
-304
240
$66.8K 0.04%
510
241
$65.9K 0.04%
647
242
$65.8K 0.04%
1,290
+324
243
$65.2K 0.04%
699
244
$64.6K 0.04%
1,194
-1,372
245
$63.3K 0.04%
1,036
246
$63.2K 0.04%
259
247
$63.2K 0.04%
3,273
248
$62.9K 0.04%
2,966
249
$61.3K 0.04%
3,324
250
$61K 0.04%
377
8 9
10
11 12