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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$390K
3
+$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Top Sells

1
+$193K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.5K
5
AXON icon
Axon Enterprise
AXON
+$66.7K

Sector Composition

1 Financials 14.57%
2 Technology 12.33%
3 Healthcare 11.27%
4 Industrials 7.6%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86.1K 0.05%
1,040
227
$85.9K 0.05%
+315
228
$84.9K 0.05%
332
229
$82.8K 0.05%
1,407
230
$82K 0.05%
2,187
231
$81.6K 0.05%
1,354
232
$81.3K 0.05%
1,102
233
$81.2K 0.05%
817
234
$78.1K 0.04%
1,221
235
$77.7K 0.04%
371
236
$77K 0.04%
1,908
237
$76.2K 0.04%
862
238
$75.2K 0.04%
837
239
$74.8K 0.04%
898
240
$74.3K 0.04%
20
241
$74.1K 0.04%
653
242
$72.2K 0.04%
962
243
$71.5K 0.04%
881
244
$70.1K 0.04%
2,690
245
$69.1K 0.04%
731
246
$68.5K 0.04%
1,194
247
$67.9K 0.04%
4,809
248
$67.8K 0.04%
277
249
$67.5K 0.04%
1,272
250
$67.2K 0.04%
163
8 9
10
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