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
451
$29.1K 0.02%
+3,970
452
$29K 0.02%
601
453
$28.9K 0.02%
569
454
$28.8K 0.02%
226
-351
455
$28.6K 0.02%
+1,150
456
$28.6K 0.02%
+612
457
$28.6K 0.02%
399
458
$28.6K 0.02%
704
459
$28.6K 0.02%
670
460
$28.5K 0.02%
1,018
461
$28.5K 0.02%
208
+105
462
$28.4K 0.02%
1,426
463
$28.4K 0.02%
+266
464
$28.3K 0.02%
436
465
$28.2K 0.02%
342
466
$28.1K 0.02%
986
467
$27.9K 0.02%
+2,046
468
$27.8K 0.02%
281
469
$27.8K 0.02%
3,482
470
$27.7K 0.02%
840
471
$27.6K 0.02%
371
472
$27.6K 0.02%
359
473
$27.5K 0.02%
472
+140
474
$27.4K 0.02%
1,894
475
$27.4K 0.02%
287
17 18
19
20 21