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
301
$47.6K 0.03%
808
302
$46.7K 0.03%
760
303
$46.6K 0.03%
+295
304
$46.6K 0.03%
609
+52
305
$46.2K 0.03%
1,004
306
$46.2K 0.03%
894
307
$45.7K 0.03%
263
308
$45.5K 0.03%
669
309
$45.3K 0.03%
1,154
310
$45.3K 0.03%
552
311
$45.1K 0.03%
2,683
312
$45K 0.03%
1,324
313
$44.9K 0.03%
613
314
$44.8K 0.03%
1,033
315
$44.6K 0.03%
1,697
316
$44.6K 0.03%
768
317
$44.6K 0.03%
611
318
$44.4K 0.03%
1,609
319
$44.4K 0.03%
181
320
$43.7K 0.03%
1,832
321
$43.6K 0.03%
1,115
322
$43.3K 0.03%
2,139
323
$43K 0.03%
1,447
+861
324
$42.6K 0.03%
903
325
$42.5K 0.03%
929
11 12
13
14 15