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
701
$13.8K 0.01%
476
702
$13.8K 0.01%
367
703
$13.7K 0.01%
287
704
$13.6K 0.01%
280
705
$13.4K 0.01%
100
706
$13.4K 0.01%
182
707
$13.4K 0.01%
149
708
$13.3K 0.01%
170
709
$13.3K 0.01%
424
710
$13.2K 0.01%
722
711
$13.2K 0.01%
111
712
$13.1K 0.01%
177
713
$13.1K 0.01%
+2,256
714
$13K 0.01%
+1,477
715
$12.9K 0.01%
275
716
$12.9K 0.01%
84
717
$12.8K 0.01%
684
718
$12.8K 0.01%
1,124
719
$12.7K 0.01%
1,102
720
$12.6K 0.01%
69
721
$12.6K 0.01%
445
722
$12.6K 0.01%
390
723
$12.6K 0.01%
372
724
$12.5K 0.01%
222
725
$12.5K 0.01%
384
27 28
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