SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$660K
2
+$390K
3
+$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Top Sells

1
+$193K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.5K
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
451
$29.6K 0.02%
305
452
$29.6K 0.02%
311
453
$29.6K 0.02%
948
454
$29.6K 0.02%
+1,400
455
$29.6K 0.02%
492
456
$29.5K 0.02%
230
457
$29.2K 0.02%
903
458
$29.1K 0.02%
1,109
459
$29.1K 0.02%
641
460
$29.1K 0.02%
1,018
461
$29K 0.02%
555
462
$28.9K 0.02%
481
463
$28.8K 0.02%
743
464
$28.7K 0.02%
1,004
465
$28.7K 0.02%
473
+23
466
$28.7K 0.02%
860
467
$28.7K 0.02%
341
+230
468
$28.6K 0.02%
933
469
$28.3K 0.02%
549
470
$28.2K 0.02%
293
471
$28.1K 0.02%
764
+6
472
$27.9K 0.02%
3,124
473
$27.8K 0.02%
4,783
474
$27.8K 0.02%
459
+3
475
$27.8K 0.02%
200
17 18
19
20 21