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
351
$38.3K 0.03%
529
352
$38.2K 0.03%
1,674
353
$38K 0.02%
1,123
354
$38K 0.02%
2,013
355
$38K 0.02%
809
-13
356
$37.9K 0.02%
834
357
$37.7K 0.02%
617
358
$37.6K 0.02%
702
359
$37.5K 0.02%
921
360
$37.5K 0.02%
2,646
361
$37.4K 0.02%
2,234
362
$37.4K 0.02%
514
363
$37.3K 0.02%
1,646
364
$37.3K 0.02%
1,768
365
$37.2K 0.02%
670
366
$37.1K 0.02%
548
367
$37.1K 0.02%
1,227
368
$37K 0.02%
1,125
369
$36.6K 0.02%
553
370
$36.5K 0.02%
273
371
$36.5K 0.02%
1,277
372
$36.4K 0.02%
553
373
$36.2K 0.02%
681
374
$36.1K 0.02%
502
375
$36K 0.02%
1,530
+1,152
13 14
15
16 17