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
251
$66.9K 0.04%
1,324
252
$65K 0.04%
1,309
253
$65K 0.04%
613
254
$63.9K 0.04%
1,036
255
$63.7K 0.04%
801
256
$62.4K 0.03%
177
257
$61.9K 0.03%
3,102
258
$61.5K 0.03%
831
259
$60.7K 0.03%
648
+315
260
$60.3K 0.03%
1,616
261
$60.2K 0.03%
644
262
$60K 0.03%
4,284
263
$59.8K 0.03%
1,056
264
$59.3K 0.03%
353
265
$58.9K 0.03%
804
266
$58.9K 0.03%
232
267
$58.9K 0.03%
2,102
+3
268
$58.8K 0.03%
1,446
269
$58.8K 0.03%
1,470
270
$58.6K 0.03%
737
271
$58.5K 0.03%
3,104
+53
272
$57.2K 0.03%
405
273
$57.1K 0.03%
1,000
274
$56.6K 0.03%
1,419
275
$56.3K 0.03%
3,273
9 10
11
12 13