SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$660K
2
+$390K
3
+$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Top Sells

1
+$193K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.5K
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
776
$10.4K 0.01%
+1,856
777
$10.4K 0.01%
7,532
-1,728
778
$10.3K 0.01%
112
779
$10.3K 0.01%
+414
780
$10.3K 0.01%
68
781
$10.3K 0.01%
202
782
$10.3K 0.01%
244
-384
783
$10.2K 0.01%
398
784
$10.2K 0.01%
211
785
$10.1K 0.01%
748
786
$10.1K 0.01%
979
787
$10.1K 0.01%
209
788
$10K 0.01%
+281
789
$9.99K 0.01%
+42
790
$9.83K 0.01%
124
791
$9.68K 0.01%
488
792
$9.67K 0.01%
500
793
$9.64K 0.01%
+141
794
$9.64K 0.01%
184
795
$9.62K 0.01%
451
796
$9.57K 0.01%
286
797
$9.47K 0.01%
+380
798
$9.44K 0.01%
76
+6
799
$9.43K 0.01%
123
800
$9.42K 0.01%
389
30 31
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