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
+$388K
2
+$331K
3
+$321K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$306K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$486K
2
+$267K
3
+$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$18.2K 0.01%
1,000
627
$18.2K 0.01%
136
628
$18.2K 0.01%
+779
629
$18.1K 0.01%
194
+6
630
$18.1K 0.01%
309
631
$17.9K 0.01%
371
632
$17.9K 0.01%
445
633
$17.8K 0.01%
473
634
$17.8K 0.01%
158
635
$17.8K 0.01%
674
636
$17.7K 0.01%
104
-300
637
$17.7K 0.01%
+173
638
$17.6K 0.01%
432
+102
639
$17.5K 0.01%
497
640
$17.5K 0.01%
476
641
$17.5K 0.01%
415
642
$17.5K 0.01%
415
643
$17.4K 0.01%
1,140
644
$17.3K 0.01%
200
-200
645
$17.3K 0.01%
242
646
$17.2K 0.01%
467
-246
647
$17.2K 0.01%
1,464
648
$17.1K 0.01%
94
649
$17.1K 0.01%
2,016
650
$16.9K 0.01%
802
24 25
26
27 28