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
376
$38.6K 0.02%
2,013
377
$38.5K 0.02%
997
378
$38.5K 0.02%
377
379
$38.1K 0.02%
371
380
$38K 0.02%
852
381
$37.9K 0.02%
814
+526
382
$37.7K 0.02%
1,033
383
$37.3K 0.02%
19
384
$37.2K 0.02%
272
385
$37.2K 0.02%
426
386
$36.9K 0.02%
2,811
387
$36.8K 0.02%
401
388
$36.8K 0.02%
1,711
389
$36.7K 0.02%
412
390
$36.7K 0.02%
590
391
$36.7K 0.02%
360
392
$36.5K 0.02%
1,871
393
$36K 0.02%
1,294
394
$36K 0.02%
578
395
$36K 0.02%
1,284
396
$35.9K 0.02%
271
-36
397
$35.8K 0.02%
162
398
$35.7K 0.02%
1,264
399
$35.6K 0.02%
914
400
$35.4K 0.02%
1,250
14 15
16
17 18