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
876
$5.97K ﹤0.01%
276
877
$5.87K ﹤0.01%
422
+198
878
$5.87K ﹤0.01%
252
-591
879
$5.82K ﹤0.01%
+106
880
$5.81K ﹤0.01%
132
881
$5.75K ﹤0.01%
33
-87
882
$5.73K ﹤0.01%
183
883
$5.72K ﹤0.01%
227
+119
884
$5.58K ﹤0.01%
63
885
$5.56K ﹤0.01%
66
886
$5.5K ﹤0.01%
87
887
$5.44K ﹤0.01%
600
888
$5.41K ﹤0.01%
53
889
$5.35K ﹤0.01%
51
890
$5.26K ﹤0.01%
91
891
$5.21K ﹤0.01%
225
892
$5.18K ﹤0.01%
378
893
$5.17K ﹤0.01%
35
894
$5.16K ﹤0.01%
187
+85
895
$5.08K ﹤0.01%
216
896
$5.07K ﹤0.01%
51
897
$5.06K ﹤0.01%
25
898
$4.8K ﹤0.01%
266
+25
899
$4.73K ﹤0.01%
107
+4
900
$4.7K ﹤0.01%
60
34 35
36
37 38