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
+$388K
2
+$331K
3
+$321K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$306K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$486K
2
+$267K
3
+$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$33.9K 0.02%
120
402
$33.8K 0.02%
1,711
403
$33.7K 0.02%
852
404
$33.5K 0.02%
405
405
$33.5K 0.02%
325
406
$33.4K 0.02%
743
407
$33.2K 0.02%
1,211
408
$33.2K 0.02%
1,877
409
$32.9K 0.02%
2,032
410
$32.5K 0.02%
927
411
$32.5K 0.02%
697
412
$32.2K 0.02%
403
413
$32.1K 0.02%
795
+3
414
$32.1K 0.02%
1,250
415
$32.1K 0.02%
418
416
$32K 0.02%
286
417
$31.9K 0.02%
1,502
418
$31.8K 0.02%
417
419
$31.6K 0.02%
2,017
-1,571
420
$31.6K 0.02%
1,397
421
$31.5K 0.02%
501
422
$31.4K 0.02%
994
423
$31.4K 0.02%
552
424
$31.3K 0.02%
910
425
$31.2K 0.02%
418
15 16
17
18 19