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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$384K
3
+$360K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$226K
5
LEN icon
Lennar Class A
LEN
+$193K

Top Sells

1
+$192K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.9K
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
376
$38.5K 0.02%
997
377
$38.5K 0.02%
377
378
$38.1K 0.02%
371
379
$38K 0.02%
852
380
$37.9K 0.02%
814
+526
381
$37.7K 0.02%
1,033
382
$37.3K 0.02%
19
383
$37.2K 0.02%
272
384
$37.2K 0.02%
426
385
$36.9K 0.02%
2,811
386
$36.8K 0.02%
401
387
$36.8K 0.02%
1,711
388
$36.7K 0.02%
412
389
$36.7K 0.02%
590
390
$36.7K 0.02%
360
391
$36.5K 0.02%
1,871
392
$36K 0.02%
1,294
393
$36K 0.02%
578
394
$36K 0.02%
1,284
395
$35.9K 0.02%
271
-36
396
$35.8K 0.02%
162
397
$35.7K 0.02%
1,264
398
$35.6K 0.02%
914
399
$35.4K 0.02%
1,250
400
$35.1K 0.02%
1,270
14 15
16
17 18