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
826
$8.02K 0.01%
572
827
$8K 0.01%
344
828
$7.96K 0.01%
241
-16
829
$7.91K 0.01%
160
830
$7.89K 0.01%
157
831
$7.8K 0.01%
237
832
$7.78K 0.01%
366
833
$7.76K 0.01%
55
834
$7.67K 0.01%
311
835
$7.58K 0.01%
389
836
$7.51K ﹤0.01%
136
-184
837
$7.5K ﹤0.01%
69
+48
838
$7.5K ﹤0.01%
142
839
$7.46K ﹤0.01%
37
840
$7.43K ﹤0.01%
287
841
$7.37K ﹤0.01%
+176
842
$7.32K ﹤0.01%
137
-100
843
$7.17K ﹤0.01%
106
844
$7.13K ﹤0.01%
288
845
$7.07K ﹤0.01%
195
846
$7K ﹤0.01%
63
847
$6.92K ﹤0.01%
222
848
$6.91K ﹤0.01%
71
849
$6.89K ﹤0.01%
917
850
$6.86K ﹤0.01%
490
32 33
34
35 36