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
+$416K
2
+$325K
3
+$315K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$300K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$482K
2
+$268K
3
+$106K
4
SLB icon
SLB Ltd
SLB
+$92.6K
5
GE icon
GE Aerospace
GE
+$84.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.27%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$38.2K 0.03%
1,674
352
$38K 0.02%
1,123
353
$38K 0.02%
2,013
354
$38K 0.02%
809
-13
355
$37.9K 0.02%
834
356
$37.7K 0.02%
617
357
$37.6K 0.02%
702
358
$37.5K 0.02%
929
359
$37.5K 0.02%
2,646
360
$37.4K 0.02%
2,234
361
$37.4K 0.02%
514
362
$37.3K 0.02%
1,646
363
$37.3K 0.02%
1,768
364
$37.2K 0.02%
670
365
$37.1K 0.02%
548
366
$37.1K 0.02%
1,227
367
$37K 0.02%
1,125
368
$36.6K 0.02%
553
369
$36.5K 0.02%
273
370
$36.5K 0.02%
1,277
371
$36.4K 0.02%
553
372
$36.2K 0.02%
681
373
$36.1K 0.02%
502
374
$36K 0.02%
1,530
+1,152
375
$35.8K 0.02%
2,148
13 14
15
16 17