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
751
$11.9K 0.01%
159
752
$11.8K 0.01%
251
753
$11.8K 0.01%
1,493
+810
754
$11.8K 0.01%
445
-658
755
$11.7K 0.01%
76
756
$11.7K 0.01%
103
757
$11.5K 0.01%
912
758
$11.5K 0.01%
79
759
$11.5K 0.01%
347
760
$11.5K 0.01%
114
761
$11.4K 0.01%
438
762
$11.2K 0.01%
1,085
763
$11.1K 0.01%
+207
764
$11.1K 0.01%
+100
765
$11.1K 0.01%
500
766
$11K 0.01%
86
767
$10.9K 0.01%
+87
768
$10.9K 0.01%
14
769
$10.8K 0.01%
78
-62
770
$10.7K 0.01%
494
771
$10.7K 0.01%
5
772
$10.6K 0.01%
75
+8
773
$10.6K 0.01%
179
774
$10.4K 0.01%
255
775
$10.4K 0.01%
182
29 30
31
32 33