SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 Limited
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
51
$519K 0.34%
10,659
52
$516K 0.34%
9,817
53
$508K 0.33%
6,229
-27
54
$496K 0.32%
4,435
55
$484K 0.32%
10,928
56
$483K 0.32%
4,504
+51
57
$479K 0.31%
5,066
58
$444K 0.29%
3,865
-2
59
$443K 0.29%
1,190
60
$436K 0.29%
6,509
61
$412K 0.27%
7,987
62
$396K 0.26%
3,054
63
$392K 0.26%
3,685
64
$392K 0.26%
1,098
65
$392K 0.26%
15,440
-2,582
66
$390K 0.26%
5,038
67
$378K 0.25%
5,192
-13
68
$375K 0.25%
1,685
69
$373K 0.24%
6,666
70
$373K 0.24%
10,536
71
$373K 0.24%
5,083
72
$367K 0.24%
3,315
+44
73
$366K 0.24%
1,249
74
$361K 0.24%
3,175
75
$359K 0.24%
2,384
1 2
3
4 5