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
376
$35.7K 0.02%
1,679
377
$35.7K 0.02%
720
378
$35.7K 0.02%
18
-54
379
$35.5K 0.02%
241
+43
380
$35.5K 0.02%
553
381
$35.5K 0.02%
590
382
$35.5K 0.02%
156
383
$35.4K 0.02%
704
384
$35.4K 0.02%
509
385
$35.4K 0.02%
481
386
$35.4K 0.02%
896
387
$35.4K 0.02%
397
388
$35.3K 0.02%
1,001
389
$35.2K 0.02%
1,886
390
$35.2K 0.02%
461
391
$34.8K 0.02%
405
392
$34.6K 0.02%
590
393
$34.5K 0.02%
486
394
$34.4K 0.02%
727
395
$34.3K 0.02%
540
396
$34.3K 0.02%
856
397
$34.2K 0.02%
1,375
+814
398
$34K 0.02%
807
399
$33.9K 0.02%
409
400
$33.9K 0.02%
120
14 15
16
17 18