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
326
$46.4K 0.03%
906
327
$46K 0.03%
1,189
328
$45.9K 0.03%
2,397
329
$45.7K 0.03%
603
330
$45.6K 0.03%
1,617
331
$45.3K 0.03%
1,247
332
$45.2K 0.03%
517
333
$45.2K 0.03%
4,529
334
$44.9K 0.03%
454
335
$44.1K 0.02%
1,877
336
$44K 0.02%
582
337
$43.9K 0.02%
1,091
+162
338
$43.6K 0.02%
164
339
$43.3K 0.02%
1,768
340
$43K 0.02%
1,832
341
$42.9K 0.02%
1,303
+69
342
$42.9K 0.02%
1,534
-238
343
$42.6K 0.02%
274
344
$42.4K 0.02%
1,100
345
$42.3K 0.02%
+2,410
346
$42.1K 0.02%
634
347
$42.1K 0.02%
582
+80
348
$41.9K 0.02%
611
349
$41.7K 0.02%
384
350
$41.6K 0.02%
755
12 13
14
15 16