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
+$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 Ltd
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
726
$13.2K 0.01%
1,055
+207
727
$13.2K 0.01%
769
728
$13.2K 0.01%
115
-25
729
$13.2K 0.01%
402
730
$13.2K 0.01%
137
-35
731
$13.2K 0.01%
136
-455
732
$13.1K 0.01%
139
-576
733
$13.1K 0.01%
732
734
$13.1K 0.01%
218
735
$13K 0.01%
587
-150
736
$13K 0.01%
518
+16
737
$12.9K 0.01%
493
738
$12.9K 0.01%
272
739
$12.9K 0.01%
416
740
$12.8K 0.01%
195
741
$12.8K 0.01%
234
742
$12.6K 0.01%
475
743
$12.5K 0.01%
39
744
$12.4K 0.01%
100
745
$12.4K 0.01%
852
746
$12.4K 0.01%
+2,004
747
$12.3K 0.01%
140
+3
748
$12.3K 0.01%
852
749
$12.2K 0.01%
43
750
$12.1K 0.01%
188
-190
28 29
30
31 32