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
801
$9.25K 0.01%
+619
802
$9.23K 0.01%
90
803
$9.16K 0.01%
239
804
$9.14K 0.01%
105
805
$9.11K 0.01%
190
806
$9.09K 0.01%
486
807
$9K 0.01%
228
808
$8.97K 0.01%
378
809
$8.83K 0.01%
262
810
$8.78K 0.01%
10
-18
811
$8.73K 0.01%
105
-605
812
$8.71K 0.01%
223
813
$8.68K 0.01%
123
814
$8.64K 0.01%
76
815
$8.63K 0.01%
40
816
$8.56K 0.01%
79
817
$8.55K 0.01%
2,472
+490
818
$8.45K 0.01%
263
-589
819
$8.28K 0.01%
139
820
$8.23K 0.01%
170
+148
821
$8.19K 0.01%
49
822
$8.14K 0.01%
186
823
$8.1K 0.01%
42
824
$8.07K 0.01%
1,069
825
$8.04K 0.01%
385
31 32
33
34 35