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
926
$5.6K ﹤0.01%
26
927
$5.54K ﹤0.01%
385
928
$5.54K ﹤0.01%
474
929
$5.53K ﹤0.01%
98
930
$5.53K ﹤0.01%
75
931
$5.5K ﹤0.01%
37
932
$5.49K ﹤0.01%
183
933
$5.48K ﹤0.01%
287
934
$5.46K ﹤0.01%
37
-3
935
$5.39K ﹤0.01%
276
936
$5.38K ﹤0.01%
241
937
$5.34K ﹤0.01%
109
938
$5.25K ﹤0.01%
54
939
$5.25K ﹤0.01%
289
940
$5.24K ﹤0.01%
790
941
$5.21K ﹤0.01%
278
942
$5.2K ﹤0.01%
182
943
$5.18K ﹤0.01%
200
944
$5.15K ﹤0.01%
35
945
$5.13K ﹤0.01%
23
946
$5.1K ﹤0.01%
88
947
$5.08K ﹤0.01%
51
948
$5.06K ﹤0.01%
36
+13
949
$4.96K ﹤0.01%
+57
950
$4.93K ﹤0.01%
167
-15
36 37
38
39 40