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
401
$34.7K 0.02%
1,434
402
$34.7K 0.02%
2,148
403
$34.5K 0.02%
340
404
$34.3K 0.02%
446
405
$34.3K 0.02%
670
406
$34.3K 0.02%
927
407
$34.3K 0.02%
834
408
$34.2K 0.02%
899
409
$34.2K 0.02%
877
410
$34K 0.02%
3,318
411
$33.9K 0.02%
720
412
$33.7K 0.02%
590
413
$33.5K 0.02%
656
414
$33.4K 0.02%
994
415
$33.3K 0.02%
270
416
$33.2K 0.02%
465
417
$33.1K 0.02%
967
418
$33.1K 0.02%
625
419
$33K 0.02%
1,326
420
$32.9K 0.02%
+655
421
$32.9K 0.02%
405
422
$32.7K 0.02%
+762
423
$32.6K 0.02%
809
424
$32.5K 0.02%
882
+719
425
$32.5K 0.02%
692
15 16
17
18 19