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
426
$31K 0.02%
1,640
427
$31K 0.02%
183
428
$30.9K 0.02%
409
+29
429
$30.8K 0.02%
597
430
$30.7K 0.02%
568
431
$30.6K 0.02%
1,362
+492
432
$30.6K 0.02%
549
433
$30.6K 0.02%
578
434
$30.5K 0.02%
340
435
$30.5K 0.02%
353
436
$30.4K 0.02%
1,058
437
$30.1K 0.02%
82
438
$30.1K 0.02%
494
-1,438
439
$30.1K 0.02%
328
440
$29.9K 0.02%
593
441
$29.8K 0.02%
426
442
$29.8K 0.02%
173
443
$29.7K 0.02%
265
444
$29.6K 0.02%
1,372
445
$29.6K 0.02%
1,166
446
$29.4K 0.02%
964
+362
447
$29.4K 0.02%
456
448
$29.3K 0.02%
1,100
449
$29.2K 0.02%
905
450
$29.1K 0.02%
426
16 17
18
19 20