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
501
$25.6K 0.02%
710
502
$25.4K 0.02%
612
503
$25.3K 0.02%
+155
504
$25.3K 0.02%
712
505
$25.2K 0.02%
1,453
506
$25.1K 0.02%
2,058
507
$25K 0.02%
+1,260
508
$25K 0.02%
751
509
$24.9K 0.02%
206
-100
510
$24.8K 0.02%
372
511
$24.8K 0.02%
1,345
512
$24.8K 0.02%
6,488
513
$24.5K 0.02%
922
514
$24.3K 0.02%
381
515
$24.1K 0.02%
1,381
516
$24.1K 0.02%
496
517
$24.1K 0.02%
334
518
$24K 0.02%
2,689
519
$24K 0.02%
294
520
$24K 0.02%
792
521
$23.9K 0.02%
+150
522
$23.8K 0.02%
655
523
$23.6K 0.02%
652
524
$23.6K 0.02%
470
525
$23.5K 0.02%
709
19 20
21
22 23