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
276
$56.1K 0.03%
899
277
$55.8K 0.03%
1,765
278
$55.4K 0.03%
617
279
$55.2K 0.03%
1,220
280
$55K 0.03%
1,616
+456
281
$54.3K 0.03%
2,352
-57
282
$53.7K 0.03%
642
283
$53.6K 0.03%
93
+3
284
$53.6K 0.03%
1,154
285
$53.4K 0.03%
470
286
$53.2K 0.03%
552
287
$52.9K 0.03%
791
288
$52.7K 0.03%
916
289
$52.5K 0.03%
757
290
$52.4K 0.03%
669
291
$52.2K 0.03%
557
292
$52.1K 0.03%
1,373
+27
293
$51.8K 0.03%
356
+3
294
$51.8K 0.03%
528
295
$51.7K 0.03%
3,408
296
$51.7K 0.03%
1,609
297
$51.3K 0.03%
894
298
$51.3K 0.03%
263
299
$51.2K 0.03%
280
300
$51.1K 0.03%
4,982
10 11
12
13 14