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
701
$14K 0.01%
494
702
$13.9K 0.01%
208
703
$13.9K 0.01%
384
704
$13.9K 0.01%
103
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705
$13.9K 0.01%
387
706
$13.8K 0.01%
369
707
$13.8K 0.01%
424
708
$13.8K 0.01%
280
709
$13.7K 0.01%
+257
710
$13.6K 0.01%
191
711
$13.6K 0.01%
177
-120
712
$13.6K 0.01%
320
+10
713
$13.6K 0.01%
+665
714
$13.6K 0.01%
211
715
$13.6K 0.01%
348
716
$13.6K 0.01%
+1,369
717
$13.5K 0.01%
398
718
$13.5K 0.01%
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719
$13.5K 0.01%
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721
$13.4K 0.01%
902
722
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723
$13.4K 0.01%
390
724
$13.3K 0.01%
102
-25
725
$13.3K 0.01%
208
-3
27 28
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30 31