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
551
$22K 0.01%
1,645
552
$22K 0.01%
2,601
553
$22K 0.01%
852
554
$21.9K 0.01%
415
555
$21.8K 0.01%
637
556
$21.8K 0.01%
167
557
$21.8K 0.01%
1,071
558
$21.6K 0.01%
1,512
559
$21.6K 0.01%
1,042
560
$21.6K 0.01%
1,421
-19
561
$21.5K 0.01%
730
562
$21.4K 0.01%
143
563
$21.4K 0.01%
60
564
$21.2K 0.01%
378
565
$21.1K 0.01%
578
566
$21K 0.01%
3,844
567
$21K 0.01%
371
568
$20.9K 0.01%
+1,103
569
$20.9K 0.01%
454
570
$20.7K 0.01%
436
+146
571
$20.7K 0.01%
685
572
$20.6K 0.01%
1,345
573
$20.6K 0.01%
691
574
$20.6K 0.01%
442
575
$20.4K 0.01%
106
21 22
23
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