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
651
$16.9K 0.01%
57
-42
652
$16.9K 0.01%
589
-284
653
$16.8K 0.01%
1,540
654
$16.7K 0.01%
+468
655
$16.7K 0.01%
1,212
-326
656
$16.5K 0.01%
616
657
$16.5K 0.01%
1,420
658
$16.4K 0.01%
224
659
$16.3K 0.01%
978
660
$16.3K 0.01%
678
661
$16.3K 0.01%
905
662
$16.2K 0.01%
492
663
$16.2K 0.01%
226
664
$16.1K 0.01%
+791
665
$16.1K 0.01%
187
666
$16.1K 0.01%
309
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667
$16.1K 0.01%
872
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668
$16K 0.01%
425
669
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202
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670
$15.9K 0.01%
204
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671
$15.9K 0.01%
515
672
$15.9K 0.01%
1,512
673
$15.7K 0.01%
157
674
$15.7K 0.01%
353
675
$15.7K 0.01%
695
25 26
27
28 29