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
651
$16.1K 0.01%
667
652
$16.1K 0.01%
293
653
$16.1K 0.01%
+426
654
$16.1K 0.01%
1,682
655
$16.1K 0.01%
774
656
$16.1K 0.01%
761
657
$15.9K 0.01%
489
658
$15.9K 0.01%
214
-6
659
$15.8K 0.01%
789
660
$15.8K 0.01%
1,493
+332
661
$15.7K 0.01%
219
662
$15.7K 0.01%
625
+327
663
$15.7K 0.01%
99
-104
664
$15.6K 0.01%
325
665
$15.5K 0.01%
476
666
$15.5K 0.01%
601
667
$15.5K 0.01%
1,328
668
$15.4K 0.01%
812
-31
669
$15.4K 0.01%
415
670
$15.3K 0.01%
85
671
$15.3K 0.01%
457
672
$15.2K 0.01%
328
673
$15.2K 0.01%
+391
674
$15.2K 0.01%
14
675
$15K 0.01%
+1,552
25 26
27
28 29