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
576
$20.3K 0.01%
320
577
$20.2K 0.01%
893
578
$20.2K 0.01%
832
579
$20.2K 0.01%
285
580
$20.1K 0.01%
730
581
$20K 0.01%
99
582
$20K 0.01%
63
583
$20K 0.01%
1,210
584
$19.9K 0.01%
1,234
585
$19.9K 0.01%
307
586
$19.8K 0.01%
761
587
$19.8K 0.01%
88
588
$19.8K 0.01%
1,520
589
$19.8K 0.01%
167
590
$19.8K 0.01%
1,189
591
$19.8K 0.01%
219
592
$19.7K 0.01%
1,101
593
$19.6K 0.01%
522
594
$19.6K 0.01%
50
595
$19.6K 0.01%
388
596
$19.5K 0.01%
275
597
$19.5K 0.01%
154
598
$19.5K 0.01%
88
599
$19.5K 0.01%
202
600
$19.4K 0.01%
558
22 23
24
25 26