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
501
$25.2K 0.01%
2,211
502
$25.1K 0.01%
539
503
$25.1K 0.01%
67
504
$25K 0.01%
2,508
+1,675
505
$25K 0.01%
271
506
$24.8K 0.01%
1,036
507
$24.7K 0.01%
41
+15
508
$24.7K 0.01%
791
509
$24.6K 0.01%
3,058
510
$24.6K 0.01%
810
511
$24.4K 0.01%
+328
512
$24.3K 0.01%
1,165
513
$24.3K 0.01%
206
514
$24.3K 0.01%
270
-10
515
$24.1K 0.01%
521
516
$24.1K 0.01%
+1,705
517
$24K 0.01%
710
518
$23.9K 0.01%
231
519
$23.9K 0.01%
436
520
$23.8K 0.01%
572
521
$23.8K 0.01%
2,190
522
$23.8K 0.01%
1,453
523
$23.8K 0.01%
3,270
524
$23.7K 0.01%
1,600
-280
525
$23.7K 0.01%
1,372
19 20
21
22 23