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
426
$31.1K 0.02%
465
427
$31K 0.02%
1,640
428
$31K 0.02%
183
429
$30.9K 0.02%
409
+29
430
$30.8K 0.02%
597
431
$30.7K 0.02%
568
432
$30.6K 0.02%
1,362
+492
433
$30.6K 0.02%
549
434
$30.6K 0.02%
578
435
$30.5K 0.02%
340
436
$30.5K 0.02%
353
437
$30.4K 0.02%
1,058
438
$30.1K 0.02%
82
439
$30.1K 0.02%
494
-1,438
440
$30.1K 0.02%
328
441
$29.9K 0.02%
593
442
$29.8K 0.02%
426
443
$29.8K 0.02%
173
444
$29.7K 0.02%
265
445
$29.6K 0.02%
1,372
446
$29.6K 0.02%
1,166
447
$29.4K 0.02%
964
+362
448
$29.4K 0.02%
456
449
$29.3K 0.02%
1,100
450
$29.2K 0.02%
905
16 17
18
19 20