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
+$388K
2
+$331K
3
+$321K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$306K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$486K
2
+$267K
3
+$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$48.4K 0.03%
470
302
$47.6K 0.03%
808
303
$46.7K 0.03%
760
304
$46.6K 0.03%
+295
305
$46.6K 0.03%
609
+52
306
$46.2K 0.03%
1,004
307
$46.2K 0.03%
894
308
$45.7K 0.03%
263
309
$45.5K 0.03%
669
310
$45.3K 0.03%
1,154
311
$45.3K 0.03%
552
312
$45.1K 0.03%
2,683
313
$45K 0.03%
1,324
314
$44.9K 0.03%
613
315
$44.8K 0.03%
1,033
316
$44.6K 0.03%
1,697
317
$44.6K 0.03%
768
318
$44.6K 0.03%
611
319
$44.4K 0.03%
1,609
320
$44.4K 0.03%
181
321
$43.7K 0.03%
1,832
322
$43.6K 0.03%
1,115
323
$43.3K 0.03%
2,139
324
$43K 0.03%
1,447
+861
325
$42.6K 0.03%
903
11 12
13
14 15