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
476
$27.2K 0.02%
328
477
$27K 0.02%
747
+27
478
$26.8K 0.02%
790
479
$26.8K 0.02%
106
480
$26.8K 0.02%
625
481
$26.6K 0.02%
666
482
$26.5K 0.02%
386
483
$26.5K 0.02%
305
484
$26.5K 0.02%
658
485
$26.5K 0.02%
+487
486
$26.4K 0.02%
428
487
$26.4K 0.02%
1,880
488
$26.4K 0.02%
419
+185
489
$26.3K 0.02%
744
490
$26.2K 0.02%
218
491
$26.2K 0.02%
1,061
492
$26K 0.02%
+589
493
$26K 0.02%
1,165
494
$26K 0.02%
572
495
$26K 0.02%
2,619
496
$25.9K 0.02%
615
497
$25.8K 0.02%
705
498
$25.7K 0.02%
+922
499
$25.6K 0.02%
1,588
+1,148
500
$25.6K 0.02%
454
18 19
20
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