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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$384K
3
+$360K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$226K
5
LEN icon
Lennar Class A
LEN
+$193K

Top Sells

1
+$192K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.9K
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
476
$27.5K 0.02%
1,286
477
$27.5K 0.02%
804
-11
478
$27.4K 0.02%
359
479
$27.2K 0.02%
582
480
$27.2K 0.02%
952
481
$27K 0.02%
1,234
482
$27K 0.02%
328
483
$27K 0.02%
3,537
484
$26.9K 0.02%
50
485
$26.7K 0.01%
157
-4
486
$26.6K 0.01%
672
487
$26.4K 0.01%
472
488
$26.1K 0.01%
1,818
489
$26K 0.01%
409
490
$25.9K 0.01%
1,397
491
$25.8K 0.01%
1,331
+499
492
$25.8K 0.01%
94
493
$25.5K 0.01%
342
494
$25.5K 0.01%
634
495
$25.4K 0.01%
790
496
$25.3K 0.01%
320
497
$25.3K 0.01%
1,066
498
$25.2K 0.01%
435
499
$25.2K 0.01%
131
500
$25.2K 0.01%
+671
18 19
20
21 22