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
401
$33.8K 0.02%
1,711
402
$33.7K 0.02%
852
403
$33.5K 0.02%
405
404
$33.5K 0.02%
325
405
$33.4K 0.02%
743
406
$33.2K 0.02%
1,211
407
$33.2K 0.02%
1,877
408
$32.9K 0.02%
2,032
409
$32.5K 0.02%
927
410
$32.5K 0.02%
697
411
$32.2K 0.02%
403
412
$32.1K 0.02%
795
+3
413
$32.1K 0.02%
1,250
414
$32.1K 0.02%
418
415
$32K 0.02%
286
416
$31.9K 0.02%
1,502
417
$31.8K 0.02%
417
418
$31.6K 0.02%
2,017
-1,571
419
$31.6K 0.02%
1,397
420
$31.5K 0.02%
501
421
$31.4K 0.02%
994
422
$31.4K 0.02%
552
423
$31.3K 0.02%
910
424
$31.2K 0.02%
418
425
$31.1K 0.02%
465
15 16
17
18 19