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
901
$6.2K ﹤0.01%
84
902
$6.17K ﹤0.01%
102
903
$6.13K ﹤0.01%
91
-3
904
$6.13K ﹤0.01%
147
905
$6.09K ﹤0.01%
246
906
$6.08K ﹤0.01%
63
-7
907
$6.07K ﹤0.01%
344
908
$6.05K ﹤0.01%
71
909
$6.03K ﹤0.01%
100
-36
910
$6.03K ﹤0.01%
129
911
$5.98K ﹤0.01%
+219
912
$5.93K ﹤0.01%
111
913
$5.92K ﹤0.01%
446
914
$5.89K ﹤0.01%
108
915
$5.84K ﹤0.01%
177
916
$5.81K ﹤0.01%
378
917
$5.79K ﹤0.01%
24
918
$5.78K ﹤0.01%
46
919
$5.78K ﹤0.01%
169
920
$5.72K ﹤0.01%
61
-239
921
$5.71K ﹤0.01%
415
922
$5.67K ﹤0.01%
902
923
$5.67K ﹤0.01%
391
924
$5.67K ﹤0.01%
366
925
$5.61K ﹤0.01%
+158
35 36
37
38 39