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
576
$20.4K 0.01%
128
+33
577
$20.3K 0.01%
94
578
$20.2K 0.01%
922
579
$20.2K 0.01%
514
580
$20.1K 0.01%
454
581
$20K 0.01%
348
582
$19.9K 0.01%
1,278
+476
583
$19.7K 0.01%
2,944
584
$19.7K 0.01%
439
585
$19.6K 0.01%
651
586
$19.4K 0.01%
365
587
$19.4K 0.01%
1,063
588
$19.3K 0.01%
704
589
$19.3K 0.01%
309
590
$19.2K 0.01%
825
591
$19.2K 0.01%
+401
592
$19.2K 0.01%
1,654
593
$19.1K 0.01%
418
594
$19K 0.01%
742
-88
595
$19K 0.01%
564
596
$19K 0.01%
309
597
$19K 0.01%
563
598
$18.9K 0.01%
208
599
$18.8K 0.01%
2,052
-148
600
$18.7K 0.01%
986
22 23
24
25 26