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
951
$3.27K ﹤0.01%
30
952
$3.25K ﹤0.01%
88
953
$3.19K ﹤0.01%
40
954
$3.19K ﹤0.01%
59
+14
955
$3.17K ﹤0.01%
109
956
$3.17K ﹤0.01%
24
957
$3.16K ﹤0.01%
63
958
$3.09K ﹤0.01%
+100
959
$3.08K ﹤0.01%
75
960
$3.07K ﹤0.01%
220
-1,334
961
$2.96K ﹤0.01%
18
962
$2.96K ﹤0.01%
32
963
$2.9K ﹤0.01%
112
964
$2.89K ﹤0.01%
24
965
$2.86K ﹤0.01%
64
966
$2.78K ﹤0.01%
65
967
$2.78K ﹤0.01%
33
968
$2.78K ﹤0.01%
19
969
$2.77K ﹤0.01%
34
970
$2.65K ﹤0.01%
+60
971
$2.62K ﹤0.01%
28
972
$2.6K ﹤0.01%
51
973
$2.6K ﹤0.01%
65
974
$2.52K ﹤0.01%
132
975
$2.46K ﹤0.01%
109
37 38
39
40 41