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
651
$16.9K 0.01%
+587
652
$16.9K 0.01%
57
-42
653
$16.9K 0.01%
589
-284
654
$16.8K 0.01%
1,540
655
$16.7K 0.01%
+468
656
$16.7K 0.01%
1,212
-326
657
$16.5K 0.01%
616
658
$16.5K 0.01%
1,420
659
$16.4K 0.01%
224
660
$16.3K 0.01%
978
661
$16.3K 0.01%
678
662
$16.3K 0.01%
905
663
$16.2K 0.01%
492
664
$16.2K 0.01%
226
665
$16.1K 0.01%
+791
666
$16.1K 0.01%
187
667
$16.1K 0.01%
309
-122
668
$16.1K 0.01%
872
+320
669
$16K 0.01%
425
670
$16K 0.01%
202
+26
671
$15.9K 0.01%
204
+75
672
$15.9K 0.01%
515
673
$15.9K 0.01%
1,512
674
$15.7K 0.01%
157
675
$15.7K 0.01%
353
25 26
27
28 29