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
276
$53.8K 0.04%
456
277
$53.7K 0.04%
1,247
278
$53.6K 0.04%
422
279
$53.6K 0.04%
1,392
+3
280
$53K 0.03%
259
281
$52.5K 0.03%
468
282
$52.4K 0.03%
+3,106
283
$52.4K 0.03%
2,713
+316
284
$51.4K 0.03%
285
285
$51.2K 0.03%
806
286
$51.2K 0.03%
231
287
$50.9K 0.03%
225
288
$50.8K 0.03%
156
+8
289
$50.8K 0.03%
1,066
-272
290
$50.7K 0.03%
1,434
291
$50.1K 0.03%
916
292
$49.5K 0.03%
454
293
$49.4K 0.03%
1,264
294
$49.1K 0.03%
997
295
$49K 0.03%
1,391
296
$49K 0.03%
603
297
$49K 0.03%
1,470
298
$48.6K 0.03%
4,284
299
$48.4K 0.03%
274
300
$48.4K 0.03%
470
10 11
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