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
+$388K
2
+$331K
3
+$321K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$306K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$486K
2
+$267K
3
+$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$8.07K 0.01%
1,069
827
$8.04K 0.01%
385
828
$8.02K 0.01%
572
829
$8K 0.01%
344
830
$7.96K 0.01%
241
-16
831
$7.91K 0.01%
160
832
$7.89K 0.01%
157
833
$7.8K 0.01%
237
834
$7.78K 0.01%
366
835
$7.76K 0.01%
55
836
$7.67K 0.01%
311
837
$7.58K 0.01%
389
838
$7.51K ﹤0.01%
136
-184
839
$7.5K ﹤0.01%
69
+48
840
$7.5K ﹤0.01%
142
841
$7.46K ﹤0.01%
37
842
$7.43K ﹤0.01%
287
843
$7.37K ﹤0.01%
+176
844
$7.32K ﹤0.01%
137
-100
845
$7.17K ﹤0.01%
106
846
$7.13K ﹤0.01%
288
847
$7.07K ﹤0.01%
195
848
$7K ﹤0.01%
63
849
$6.92K ﹤0.01%
222
850
$6.91K ﹤0.01%
71
32 33
34
35 36