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
526
$23.5K 0.02%
459
527
$23.5K 0.02%
378
528
$23.4K 0.02%
521
529
$23.4K 0.02%
1,418
530
$23.3K 0.02%
651
531
$23.3K 0.02%
1,431
-690
532
$23.3K 0.02%
564
533
$23.2K 0.02%
124
534
$23.2K 0.02%
293
535
$23.2K 0.02%
2,507
-1,365
536
$23.2K 0.02%
992
537
$23.1K 0.02%
445
538
$23K 0.02%
990
539
$23K 0.02%
1,286
+761
540
$22.8K 0.01%
308
541
$22.7K 0.01%
1,066
542
$22.6K 0.01%
1,199
543
$22.6K 0.01%
572
544
$22.5K 0.01%
287
+116
545
$22.5K 0.01%
1,415
546
$22.4K 0.01%
2,267
547
$22.4K 0.01%
1,654
548
$22.3K 0.01%
774
549
$22.2K 0.01%
564
550
$22.2K 0.01%
578
20 21
22
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