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
76
$429K 0.24%
4,852
-614
77
$424K 0.24%
13,436
-15
78
$420K 0.23%
19,715
79
$407K 0.23%
2,926
80
$404K 0.23%
3,156
81
$398K 0.22%
2,357
82
$390K 0.22%
5,308
83
$384K 0.21%
4,404
+41
84
$380K 0.21%
7,542
-602
85
$379K 0.21%
2,854
+4
86
$366K 0.2%
6,988
87
$357K 0.2%
1,292
88
$353K 0.2%
8,771
-202
89
$349K 0.2%
15,120
90
$345K 0.19%
1,740
91
$337K 0.19%
2,426
92
$331K 0.18%
3,855
93
$326K 0.18%
2,195
+181
94
$325K 0.18%
1,098
-8
95
$324K 0.18%
4,242
96
$322K 0.18%
4,166
97
$316K 0.18%
3,354
98
$313K 0.17%
1,834
99
$309K 0.17%
1,252
100
$307K 0.17%
2,565
+11
2 3
4
5 6