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
951
$4.9K ﹤0.01%
352
952
$4.84K ﹤0.01%
55
953
$4.75K ﹤0.01%
296
954
$4.68K ﹤0.01%
41
955
$4.66K ﹤0.01%
45
956
$4.66K ﹤0.01%
60
957
$4.61K ﹤0.01%
53
958
$4.53K ﹤0.01%
43
959
$4.49K ﹤0.01%
155
960
$4.45K ﹤0.01%
27
961
$4.32K ﹤0.01%
52
962
$4.3K ﹤0.01%
57
963
$4.28K ﹤0.01%
48
964
$4.28K ﹤0.01%
133
965
$4.27K ﹤0.01%
114
966
$4.26K ﹤0.01%
80
967
$4.19K ﹤0.01%
1,255
968
$4.17K ﹤0.01%
51
969
$4.16K ﹤0.01%
38
970
$4.11K ﹤0.01%
174
971
$4.05K ﹤0.01%
21
972
$3.98K ﹤0.01%
32
+8
973
$3.92K ﹤0.01%
152
974
$3.87K ﹤0.01%
87
975
$3.87K ﹤0.01%
96
37 38
39
40 41