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
351
$41.4K 0.02%
1,689
352
$41.4K 0.02%
855
353
$41.3K 0.02%
704
354
$40.9K 0.02%
1,277
355
$40.8K 0.02%
1,322
356
$40.5K 0.02%
368
357
$40.3K 0.02%
1,646
358
$40.2K 0.02%
509
359
$40.2K 0.02%
372
360
$40K 0.02%
836
361
$39.9K 0.02%
1,408
362
$39.9K 0.02%
713
363
$39.7K 0.02%
292
364
$39.6K 0.02%
488
365
$39.5K 0.02%
696
366
$39.5K 0.02%
386
367
$39.4K 0.02%
666
+555
368
$39.4K 0.02%
754
+201
369
$39.4K 0.02%
3,460
370
$39.4K 0.02%
959
+801
371
$39.2K 0.02%
635
372
$38.9K 0.02%
1,674
373
$38.8K 0.02%
1,267
374
$38.8K 0.02%
1,992
375
$38.7K 0.02%
548
13 14
15
16 17