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
+$388K
2
+$331K
3
+$321K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$306K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$486K
2
+$267K
3
+$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
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%
709
527
$23.5K 0.02%
459
528
$23.5K 0.02%
378
529
$23.4K 0.02%
521
530
$23.4K 0.02%
1,418
531
$23.3K 0.02%
651
532
$23.3K 0.02%
1,431
-690
533
$23.3K 0.02%
564
534
$23.2K 0.02%
124
535
$23.2K 0.02%
293
536
$23.2K 0.02%
2,507
-1,365
537
$23.2K 0.02%
992
538
$23.1K 0.02%
445
539
$23K 0.02%
990
540
$23K 0.02%
1,286
+761
541
$22.8K 0.01%
308
542
$22.7K 0.01%
1,066
543
$22.6K 0.01%
1,199
544
$22.6K 0.01%
572
545
$22.5K 0.01%
287
+116
546
$22.5K 0.01%
1,415
547
$22.4K 0.01%
2,267
548
$22.4K 0.01%
1,654
549
$22.3K 0.01%
774
550
$22.2K 0.01%
564
20 21
22
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