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
476
$27.4K 0.02%
287
477
$27.2K 0.02%
328
478
$27K 0.02%
747
+27
479
$26.8K 0.02%
790
480
$26.8K 0.02%
106
481
$26.8K 0.02%
625
482
$26.6K 0.02%
666
483
$26.5K 0.02%
386
484
$26.5K 0.02%
305
485
$26.5K 0.02%
658
486
$26.5K 0.02%
+487
487
$26.4K 0.02%
428
488
$26.4K 0.02%
1,880
489
$26.4K 0.02%
419
+185
490
$26.3K 0.02%
744
491
$26.2K 0.02%
218
492
$26.2K 0.02%
1,061
493
$26K 0.02%
+589
494
$26K 0.02%
1,165
495
$26K 0.02%
572
496
$26K 0.02%
2,619
497
$25.9K 0.02%
615
498
$25.8K 0.02%
705
499
$25.7K 0.02%
+922
500
$25.6K 0.02%
1,588
+1,148
18 19
20
21 22