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
601
$19.4K 0.01%
400
602
$19.4K 0.01%
400
603
$19.3K 0.01%
451
604
$19.3K 0.01%
244
605
$19.1K 0.01%
444
606
$19.1K 0.01%
2,199
607
$19K 0.01%
813
-550
608
$19K 0.01%
1,004
609
$18.7K 0.01%
1,174
610
$18.7K 0.01%
743
611
$18.7K 0.01%
309
612
$18.7K 0.01%
412
613
$18.7K 0.01%
328
614
$18.7K 0.01%
253
615
$18.5K 0.01%
1,010
-162
616
$18.5K 0.01%
+1,321
617
$18.4K 0.01%
401
618
$18.4K 0.01%
266
619
$18.4K 0.01%
572
620
$18.3K 0.01%
149
621
$18.3K 0.01%
684
622
$18.3K 0.01%
+615
623
$18.2K 0.01%
345
624
$18.2K 0.01%
707
625
$18.2K 0.01%
1,000
23 24
25
26 27