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
301
$50.9K 0.03%
3,324
302
$50.9K 0.03%
1,187
303
$50.5K 0.03%
1,247
304
$50.3K 0.03%
305
305
$50.2K 0.03%
1,178
306
$50.2K 0.03%
1,426
307
$49.9K 0.03%
1,418
+426
308
$49.8K 0.03%
681
309
$49.7K 0.03%
1,390
310
$49.5K 0.03%
258
311
$49.4K 0.03%
2,182
312
$49.2K 0.03%
966
313
$49.1K 0.03%
4,345
314
$49.1K 0.03%
702
315
$49K 0.03%
273
-7
316
$48.6K 0.03%
955
317
$48.2K 0.03%
3,314
-21
318
$47.5K 0.03%
2,139
319
$47.5K 0.03%
181
320
$46.8K 0.03%
461
321
$46.7K 0.03%
1,718
322
$46.6K 0.03%
2,234
323
$46.6K 0.03%
1,679
324
$46.5K 0.03%
1,166
325
$46.4K 0.03%
468
11 12
13
14 15