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
251
$61K 0.04%
377
252
$60.7K 0.04%
1,189
253
$60.6K 0.04%
955
254
$60.3K 0.04%
350
255
$60K 0.04%
816
256
$59.9K 0.04%
479
257
$59.8K 0.04%
1,221
258
$58.8K 0.04%
2,382
259
$58.4K 0.04%
642
260
$57.9K 0.04%
4,235
261
$57.7K 0.04%
371
262
$57.1K 0.04%
1,596
263
$57K 0.04%
446
264
$56.7K 0.04%
737
265
$56.5K 0.04%
2,047
+1,063
266
$56.1K 0.04%
+7,474
267
$55.7K 0.04%
1,448
268
$55.7K 0.04%
706
269
$55.7K 0.04%
731
270
$55.6K 0.04%
1,272
271
$55.5K 0.04%
887
272
$55.3K 0.04%
1,870
273
$54.9K 0.04%
987
274
$54.5K 0.04%
801
275
$54.5K 0.04%
696
9 10
11
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