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
676
$15.5K 0.01%
722
677
$15.4K 0.01%
135
678
$15.4K 0.01%
1,436
679
$15.4K 0.01%
574
680
$15.3K 0.01%
452
681
$15.3K 0.01%
161
682
$15.3K 0.01%
839
683
$15.2K 0.01%
28
684
$15K 0.01%
216
685
$14.8K 0.01%
841
+393
686
$14.8K 0.01%
+230
687
$14.7K 0.01%
381
688
$14.7K 0.01%
1,157
689
$14.7K 0.01%
501
690
$14.6K 0.01%
59
691
$14.4K 0.01%
297
692
$14.4K 0.01%
392
693
$14.4K 0.01%
177
694
$14.4K 0.01%
1,068
695
$14.3K 0.01%
59
696
$14.3K 0.01%
3,172
697
$14.3K 0.01%
225
698
$14.1K 0.01%
303
699
$14.1K 0.01%
308
+60
700
$14K 0.01%
494
26 27
28
29 30