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
751
$11.7K 0.01%
515
752
$11.6K 0.01%
275
753
$11.6K 0.01%
106
+7
754
$11.6K 0.01%
912
755
$11.5K 0.01%
503
756
$11.5K 0.01%
336
757
$11.4K 0.01%
+393
758
$11.2K 0.01%
+2,970
759
$11.2K 0.01%
180
760
$11.2K 0.01%
378
761
$11.1K 0.01%
500
762
$11.1K 0.01%
380
763
$11.1K 0.01%
347
764
$11K 0.01%
166
765
$11K 0.01%
+1,348
766
$11K 0.01%
+374
767
$10.8K 0.01%
416
768
$10.7K 0.01%
160
769
$10.7K 0.01%
+147
770
$10.7K 0.01%
124
771
$10.6K 0.01%
142
772
$10.5K 0.01%
475
-755
773
$10.5K 0.01%
288
774
$10.5K 0.01%
+368
775
$10.4K 0.01%
+1,856
29 30
31
32 33