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
851
$6.84K ﹤0.01%
80
-5
852
$6.83K ﹤0.01%
45
853
$6.75K ﹤0.01%
174
-465
854
$6.72K ﹤0.01%
94
855
$6.68K ﹤0.01%
46
856
$6.65K ﹤0.01%
51
-224
857
$6.6K ﹤0.01%
155
-172
858
$6.57K ﹤0.01%
41
859
$6.52K ﹤0.01%
246
860
$6.46K ﹤0.01%
191
-145
861
$6.46K ﹤0.01%
406
-1,288
862
$6.46K ﹤0.01%
108
863
$6.44K ﹤0.01%
1,262
864
$6.4K ﹤0.01%
41
+26
865
$6.39K ﹤0.01%
172
866
$6.34K ﹤0.01%
56
867
$6.28K ﹤0.01%
51
868
$6.22K ﹤0.01%
48
869
$6.19K ﹤0.01%
280
870
$6.16K ﹤0.01%
70
-102
871
$6.11K ﹤0.01%
133
872
$6.1K ﹤0.01%
394
873
$6.1K ﹤0.01%
89
-7
874
$5.97K ﹤0.01%
276
875
$5.87K ﹤0.01%
422
+198
33 34
35
36 37