SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$660K
2
+$390K
3
+$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Top Sells

1
+$193K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.5K
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
551
$22.1K 0.01%
372
552
$22K 0.01%
1,645
553
$22K 0.01%
2,601
554
$22K 0.01%
852
555
$21.9K 0.01%
415
556
$21.8K 0.01%
637
557
$21.8K 0.01%
167
558
$21.8K 0.01%
1,071
559
$21.6K 0.01%
1,512
560
$21.6K 0.01%
1,042
561
$21.6K 0.01%
1,421
-19
562
$21.5K 0.01%
730
563
$21.4K 0.01%
143
564
$21.4K 0.01%
60
565
$21.2K 0.01%
378
566
$21.1K 0.01%
578
567
$21K 0.01%
3,844
568
$21K 0.01%
371
569
$20.9K 0.01%
+1,103
570
$20.9K 0.01%
454
571
$20.7K 0.01%
436
+146
572
$20.7K 0.01%
685
573
$20.6K 0.01%
1,345
574
$20.6K 0.01%
691
575
$20.6K 0.01%
442
21 22
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