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
876
$5.87K ﹤0.01%
252
-591
877
$5.82K ﹤0.01%
+106
878
$5.81K ﹤0.01%
132
879
$5.75K ﹤0.01%
33
-87
880
$5.73K ﹤0.01%
183
881
$5.72K ﹤0.01%
227
+119
882
$5.58K ﹤0.01%
63
883
$5.56K ﹤0.01%
66
884
$5.5K ﹤0.01%
87
885
$5.44K ﹤0.01%
600
886
$5.41K ﹤0.01%
53
887
$5.35K ﹤0.01%
51
888
$5.26K ﹤0.01%
91
889
$5.21K ﹤0.01%
225
890
$5.18K ﹤0.01%
378
891
$5.17K ﹤0.01%
35
892
$5.16K ﹤0.01%
187
+85
893
$5.08K ﹤0.01%
216
894
$5.07K ﹤0.01%
51
895
$5.06K ﹤0.01%
25
896
$4.8K ﹤0.01%
266
+25
897
$4.73K ﹤0.01%
107
+4
898
$4.7K ﹤0.01%
60
899
$4.69K ﹤0.01%
328
+240
900
$4.66K ﹤0.01%
296
34 35
36
37 38