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
726
$13.2K 0.01%
769
727
$13.2K 0.01%
115
-25
728
$13.2K 0.01%
402
729
$13.2K 0.01%
137
-35
730
$13.1K 0.01%
139
-576
731
$13.1K 0.01%
732
732
$13.1K 0.01%
218
733
$13K 0.01%
587
-150
734
$13K 0.01%
518
+16
735
$12.9K 0.01%
493
736
$12.9K 0.01%
272
737
$12.9K 0.01%
416
738
$12.8K 0.01%
195
739
$12.8K 0.01%
234
740
$12.6K 0.01%
475
741
$12.5K 0.01%
39
742
$12.4K 0.01%
100
743
$12.4K 0.01%
852
744
$12.4K 0.01%
+2,004
745
$12.3K 0.01%
140
+3
746
$12.3K 0.01%
852
747
$12.2K 0.01%
43
748
$12.1K 0.01%
188
-190
749
$12.1K 0.01%
137
750
$12.1K 0.01%
325
28 29
30
31 32