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
26
$1.28M 0.71%
43,763
-79
27
$1.27M 0.71%
23,030
28
$1.25M 0.7%
10,583
+209
29
$1.2M 0.67%
11,761
-265
30
$1.04M 0.58%
55,278
+8,988
31
$1.01M 0.56%
3,400
-25
32
$988K 0.55%
16,361
+579
33
$986K 0.55%
20,189
+32
34
$974K 0.54%
8,861
+1
35
$974K 0.54%
89,603
+35,863
36
$959K 0.54%
15,740
37
$937K 0.52%
5,447
38
$924K 0.52%
7,249
+2,854
39
$924K 0.52%
5,187
+20
40
$887K 0.5%
12,560
-35
41
$882K 0.49%
15,140
42
$856K 0.48%
16,615
+73
43
$855K 0.48%
15,925
-401
44
$845K 0.47%
5,293
+190
45
$823K 0.46%
15,215
+3,957
46
$818K 0.46%
51,370
-756
47
$805K 0.45%
3,872
48
$713K 0.4%
20,907
+619
49
$708K 0.4%
11,525
+48
50
$624K 0.35%
4,552
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