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
726
$12.5K 0.01%
196
727
$12.4K 0.01%
56
728
$12.4K 0.01%
550
729
$12.4K 0.01%
990
730
$12.4K 0.01%
382
-19
731
$12.4K 0.01%
342
732
$12.3K 0.01%
100
733
$12.3K 0.01%
227
734
$12.2K 0.01%
59
735
$12.2K 0.01%
3,395
+709
736
$12.2K 0.01%
177
+8
737
$12.1K 0.01%
61
738
$12.1K 0.01%
+486
739
$12.1K 0.01%
696
740
$12K 0.01%
369
741
$12K 0.01%
381
742
$12K 0.01%
179
743
$12K 0.01%
1,140
744
$12K 0.01%
755
745
$11.9K 0.01%
267
-296
746
$11.8K 0.01%
308
747
$11.8K 0.01%
230
748
$11.8K 0.01%
+3,085
749
$11.7K 0.01%
+1,019
750
$11.7K 0.01%
311
-9
28 29
30
31 32