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
876
$6.83K ﹤0.01%
389
877
$6.81K ﹤0.01%
62
878
$6.76K ﹤0.01%
33
879
$6.69K ﹤0.01%
370
880
$6.66K ﹤0.01%
24
+1
881
$6.64K ﹤0.01%
77
882
$6.61K ﹤0.01%
51
883
$6.6K ﹤0.01%
+524
884
$6.57K ﹤0.01%
69
885
$6.54K ﹤0.01%
+312
886
$6.48K ﹤0.01%
190
887
$6.48K ﹤0.01%
36
+9
888
$6.45K ﹤0.01%
239
889
$6.44K ﹤0.01%
+491
890
$6.38K ﹤0.01%
26
891
$6.36K ﹤0.01%
630
892
$6.35K ﹤0.01%
+301
893
$6.33K ﹤0.01%
16
894
$6.33K ﹤0.01%
40
895
$6.32K ﹤0.01%
155
896
$6.3K ﹤0.01%
212
897
$6.27K ﹤0.01%
63
898
$6.25K ﹤0.01%
389
899
$6.23K ﹤0.01%
65
900
$6.22K ﹤0.01%
366
34 35
36
37 38