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

Top Buys

1
+$658K
2
+$384K
3
+$360K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$226K
5
LEN icon
Lennar Class A
LEN
+$193K

Top Sells

1
+$192K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.9K
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
$65K 0.04%
1,309
252
$65K 0.04%
613
253
$63.9K 0.04%
1,036
254
$63.7K 0.04%
801
255
$62.4K 0.03%
177
256
$61.9K 0.03%
3,102
257
$61.5K 0.03%
831
258
$60.7K 0.03%
648
+315
259
$60.3K 0.03%
1,616
260
$60.2K 0.03%
644
261
$60K 0.03%
4,284
262
$59.8K 0.03%
1,056
263
$59.3K 0.03%
353
264
$58.9K 0.03%
804
265
$58.9K 0.03%
1,160
266
$58.9K 0.03%
2,102
+3
267
$58.8K 0.03%
1,446
268
$58.8K 0.03%
1,470
269
$58.6K 0.03%
737
270
$58.5K 0.03%
3,104
+53
271
$57.2K 0.03%
405
272
$57.1K 0.03%
1,000
273
$56.6K 0.03%
1,419
274
$56.3K 0.03%
3,273
275
$56.1K 0.03%
899
9 10
11
12 13