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
601
$18.7K 0.01%
767
602
$18.6K 0.01%
735
603
$18.5K 0.01%
136
604
$18.5K 0.01%
870
605
$18.5K 0.01%
1,391
+238
606
$18.5K 0.01%
1,264
607
$18.5K 0.01%
493
608
$18.5K 0.01%
191
609
$18.4K 0.01%
203
610
$18.4K 0.01%
+449
611
$18.2K 0.01%
1,061
612
$18.1K 0.01%
204
613
$18.1K 0.01%
1,000
614
$18K 0.01%
437
615
$18K 0.01%
308
616
$18K 0.01%
412
617
$17.9K 0.01%
675
618
$17.9K 0.01%
180
619
$17.7K 0.01%
421
+53
620
$17.6K 0.01%
554
621
$17.6K 0.01%
440
622
$17.6K 0.01%
445
-193
623
$17.4K 0.01%
2,325
624
$17.4K 0.01%
281
625
$17.4K 0.01%
1,740
23 24
25
26 27