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
$153M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$331K
3
+$321K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$306K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$486K
2
+$267K
3
+$107K
4
SLB icon
SLB Limited
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.23%
2,357
77
$354K 0.23%
1,024
+3
78
$347K 0.23%
1,778
79
$345K 0.23%
8,023
80
$343K 0.22%
2,930
81
$342K 0.22%
7,775
-234
82
$339K 0.22%
3,748
+124
83
$329K 0.22%
879
+13
84
$329K 0.22%
5,783
85
$327K 0.21%
3,721
+52
86
$323K 0.21%
1,197
87
$316K 0.21%
1,242
88
$310K 0.2%
877
89
$309K 0.2%
2,837
90
$304K 0.2%
4,221
91
$300K 0.2%
3,116
92
$296K 0.19%
4,171
93
$296K 0.19%
1,860
94
$294K 0.19%
1,074
95
$291K 0.19%
1,296
+4
96
$289K 0.19%
1,974
97
$283K 0.19%
973
+78
98
$279K 0.18%
39,680
99
$268K 0.18%
2,403
100
$264K 0.17%
4,254
2 3
4
5 6