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
701
$13.9K 0.01%
208
702
$13.9K 0.01%
384
703
$13.9K 0.01%
103
-222
704
$13.9K 0.01%
387
705
$13.8K 0.01%
369
706
$13.8K 0.01%
424
707
$13.8K 0.01%
280
708
$13.7K 0.01%
+257
709
$13.6K 0.01%
191
710
$13.6K 0.01%
177
-120
711
$13.6K 0.01%
320
+10
712
$13.6K 0.01%
+665
713
$13.6K 0.01%
211
714
$13.6K 0.01%
348
715
$13.6K 0.01%
+1,369
716
$13.5K 0.01%
398
717
$13.5K 0.01%
76
718
$13.5K 0.01%
368
+79
719
$13.4K 0.01%
+372
720
$13.4K 0.01%
902
721
$13.4K 0.01%
237
722
$13.4K 0.01%
390
723
$13.3K 0.01%
102
-25
724
$13.3K 0.01%
208
-3
725
$13.2K 0.01%
1,055
+207
27 28
29
30 31