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
776
$10.2K 0.01%
308
777
$10.1K 0.01%
101
778
$10.1K 0.01%
44
779
$10.1K 0.01%
349
780
$10K 0.01%
173
781
$9.93K 0.01%
513
782
$9.91K 0.01%
1,255
783
$9.91K 0.01%
+143
784
$9.78K 0.01%
140
785
$9.72K 0.01%
230
786
$9.71K 0.01%
235
-311
787
$9.67K 0.01%
401
788
$9.63K 0.01%
1,298
789
$9.63K 0.01%
512
790
$9.61K 0.01%
117
791
$9.53K 0.01%
246
792
$9.52K 0.01%
175
-1,268
793
$9.47K 0.01%
+961
794
$9.46K 0.01%
790
795
$9.39K 0.01%
488
796
$9.38K 0.01%
104
797
$9.38K 0.01%
518
+109
798
$9.32K 0.01%
231
799
$9.3K 0.01%
111
800
$9.29K 0.01%
23
30 31
32
33 34