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
801
$9.4K 0.01%
719
802
$9.39K 0.01%
129
-3
803
$9.38K 0.01%
101
804
$9.34K 0.01%
231
805
$9.32K 0.01%
105
806
$9.31K 0.01%
202
807
$9.27K 0.01%
1,436
808
$9.24K 0.01%
49
+8
809
$9.23K 0.01%
366
810
$9.23K 0.01%
+110
811
$9.19K 0.01%
486
812
$9.17K 0.01%
173
813
$9.12K 0.01%
+432
814
$9.1K 0.01%
298
815
$9.1K 0.01%
494
816
$9.1K 0.01%
+746
817
$9.04K 0.01%
297
818
$8.97K 0.01%
79
819
$8.96K 0.01%
207
-13
820
$8.91K 0.01%
67
821
$8.89K 0.01%
137
822
$8.87K ﹤0.01%
492
823
$8.82K ﹤0.01%
1,739
+683
824
$8.79K ﹤0.01%
4,375
825
$8.78K ﹤0.01%
+443
31 32
33
34 35