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
326
$42.5K 0.03%
929
327
$42K 0.03%
492
328
$41.5K 0.03%
1,160
329
$41.5K 0.03%
1,689
330
$41.2K 0.03%
4,529
331
$41K 0.03%
1,145
+669
332
$40.8K 0.03%
242
333
$40.7K 0.03%
94
334
$40.7K 0.03%
831
-108
335
$40.4K 0.03%
799
336
$40K 0.03%
906
337
$39.9K 0.03%
517
338
$39.6K 0.03%
488
339
$39.5K 0.03%
836
340
$39.3K 0.03%
1,408
341
$39.1K 0.03%
651
342
$39.1K 0.03%
1,326
343
$39K 0.03%
1,871
344
$39K 0.03%
549
345
$39K 0.03%
109
346
$38.9K 0.03%
258
347
$38.8K 0.03%
702
348
$38.7K 0.03%
3,318
349
$38.7K 0.03%
230
350
$38.6K 0.03%
1,220
12 13
14
15 16