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
551
$22.1K 0.01%
977
552
$22.1K 0.01%
630
553
$22.1K 0.01%
212
554
$22K 0.01%
383
555
$21.9K 0.01%
180
556
$21.9K 0.01%
860
557
$21.9K 0.01%
475
558
$21.8K 0.01%
557
559
$21.8K 0.01%
1,645
560
$21.8K 0.01%
149
561
$21.7K 0.01%
685
562
$21.6K 0.01%
2,190
563
$21.5K 0.01%
347
564
$21.2K 0.01%
424
565
$21.2K 0.01%
131
566
$20.9K 0.01%
437
567
$20.9K 0.01%
452
568
$20.9K 0.01%
457
569
$20.9K 0.01%
306
570
$20.8K 0.01%
448
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$20.7K 0.01%
440
572
$20.7K 0.01%
454
573
$20.5K 0.01%
709
574
$20.4K 0.01%
323
575
$20.4K 0.01%
256
21 22
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24 25