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
826
$8.73K ﹤0.01%
299
827
$8.68K ﹤0.01%
+250
828
$8.6K ﹤0.01%
608
829
$8.6K ﹤0.01%
+173
830
$8.58K ﹤0.01%
271
831
$8.54K ﹤0.01%
87
832
$8.54K ﹤0.01%
373
+35
833
$8.48K ﹤0.01%
+688
834
$8.47K ﹤0.01%
+382
835
$8.47K ﹤0.01%
411
836
$8.43K ﹤0.01%
564
837
$8.43K ﹤0.01%
+409
838
$8.41K ﹤0.01%
1,144
839
$8.4K ﹤0.01%
1,765
840
$8.35K ﹤0.01%
100
841
$8.31K ﹤0.01%
189
+43
842
$8.3K ﹤0.01%
49
843
$8.27K ﹤0.01%
138
844
$8.25K ﹤0.01%
+248
845
$8.21K ﹤0.01%
53
846
$8.15K ﹤0.01%
349
847
$8.15K ﹤0.01%
372
848
$8.15K ﹤0.01%
640
849
$8.11K ﹤0.01%
+1,553
850
$8.04K ﹤0.01%
72
32 33
34
35 36