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
851
$8.02K ﹤0.01%
180
852
$8.01K ﹤0.01%
1,420
853
$8.01K ﹤0.01%
490
854
$7.94K ﹤0.01%
150
+17
855
$7.92K ﹤0.01%
572
856
$7.89K ﹤0.01%
67
857
$7.83K ﹤0.01%
599
858
$7.83K ﹤0.01%
176
+108
859
$7.82K ﹤0.01%
186
860
$7.72K ﹤0.01%
134
861
$7.63K ﹤0.01%
195
862
$7.62K ﹤0.01%
+470
863
$7.61K ﹤0.01%
85
-6
864
$7.38K ﹤0.01%
472
+142
865
$7.37K ﹤0.01%
436
866
$7.14K ﹤0.01%
101
867
$7.13K ﹤0.01%
21
+11
868
$7.12K ﹤0.01%
53
+2
869
$7.1K ﹤0.01%
681
+172
870
$7.06K ﹤0.01%
629
871
$7.03K ﹤0.01%
+946
872
$6.98K ﹤0.01%
409
873
$6.96K ﹤0.01%
87
874
$6.91K ﹤0.01%
66
875
$6.86K ﹤0.01%
104
-42
33 34
35
36 37