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
901
$4.69K ﹤0.01%
328
+240
902
$4.66K ﹤0.01%
296
903
$4.64K ﹤0.01%
352
904
$4.6K ﹤0.01%
4
905
$4.57K ﹤0.01%
59
906
$4.55K ﹤0.01%
53
907
$4.52K ﹤0.01%
21
908
$4.51K ﹤0.01%
52
909
$4.48K ﹤0.01%
68
910
$4.48K ﹤0.01%
23
911
$4.47K ﹤0.01%
38
912
$4.47K ﹤0.01%
35
-228
913
$4.44K ﹤0.01%
190
914
$4.4K ﹤0.01%
46
915
$4.4K ﹤0.01%
58
-490
916
$4.39K ﹤0.01%
98
-193
917
$4.38K ﹤0.01%
200
-2,032
918
$4.37K ﹤0.01%
162
919
$4.36K ﹤0.01%
87
920
$4.34K ﹤0.01%
58
921
$4.34K ﹤0.01%
43
-572
922
$4.33K ﹤0.01%
54
923
$4.28K ﹤0.01%
63
924
$4.28K ﹤0.01%
46
-131
925
$4.27K ﹤0.01%
122
-208
35 36
37
38 39