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
926
$4.19K ﹤0.01%
91
+6
927
$4.09K ﹤0.01%
44
-105
928
$4.06K ﹤0.01%
41
929
$4.05K ﹤0.01%
31
930
$4.03K ﹤0.01%
299
931
$3.85K ﹤0.01%
23
932
$3.81K ﹤0.01%
55
933
$3.78K ﹤0.01%
57
934
$3.73K ﹤0.01%
680
-1,330
935
$3.7K ﹤0.01%
174
936
$3.67K ﹤0.01%
108
937
$3.65K ﹤0.01%
206
938
$3.62K ﹤0.01%
20
939
$3.62K ﹤0.01%
26
940
$3.59K ﹤0.01%
27
941
$3.58K ﹤0.01%
54
942
$3.56K ﹤0.01%
85
-1
943
$3.54K ﹤0.01%
96
944
$3.51K ﹤0.01%
130
+20
945
$3.46K ﹤0.01%
96
-315
946
$3.44K ﹤0.01%
18
947
$3.44K ﹤0.01%
74
948
$3.37K ﹤0.01%
49
-217
949
$3.36K ﹤0.01%
45
950
$3.31K ﹤0.01%
18
+6
36 37
38
39 40