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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$390K
3
+$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Top Sells

1
+$193K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.5K
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
51
$603K 0.34%
4,667
52
$577K 0.32%
11,387
-177
53
$573K 0.32%
3,540
-7
54
$520K 0.29%
4,557
+88
55
$520K 0.29%
4,116
56
$507K 0.28%
1,299
+4
57
$498K 0.28%
11,042
58
$495K 0.28%
10,011
-152
59
$492K 0.27%
10,928
60
$490K 0.27%
2,531
61
$485K 0.27%
1,787
62
$483K 0.27%
3,703
+48
63
$481K 0.27%
1,263
+24
64
$478K 0.27%
16,733
+10
65
$474K 0.26%
8,560
66
$464K 0.26%
7,357
+484
67
$462K 0.26%
21,718
68
$461K 0.26%
2,123
69
$453K 0.25%
2,983
70
$441K 0.25%
1,802
71
$440K 0.25%
10,768
-72
72
$439K 0.24%
7,869
73
$436K 0.24%
3,690
74
$435K 0.24%
5,730
+43
75
$432K 0.24%
3,239
1 2
3
4 5