SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$660K
2
+$390K
3
+$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Top Sells

1
+$193K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.5K
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
626
$17.4K 0.01%
1,740
627
$17.3K 0.01%
237
628
$17.2K 0.01%
135
629
$17.2K 0.01%
1,452
-372
630
$17.1K 0.01%
+1,019
631
$17K 0.01%
448
632
$17K 0.01%
88
633
$17K 0.01%
400
634
$16.9K 0.01%
1,081
635
$16.9K 0.01%
208
636
$16.8K 0.01%
752
637
$16.8K 0.01%
+641
638
$16.8K 0.01%
252
639
$16.8K 0.01%
84
640
$16.8K 0.01%
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641
$16.8K 0.01%
423
-99
642
$16.7K 0.01%
+100
643
$16.7K 0.01%
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644
$16.7K 0.01%
414
645
$16.4K 0.01%
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$16.4K 0.01%
792
647
$16.3K 0.01%
251
648
$16.2K 0.01%
392
649
$16.2K 0.01%
253
650
$16.2K 0.01%
242
24 25
26
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