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
976
$2.41K ﹤0.01%
15
977
$2.4K ﹤0.01%
89
978
$2.4K ﹤0.01%
39
979
$2.36K ﹤0.01%
20
980
$2.35K ﹤0.01%
43
981
$2.34K ﹤0.01%
40
982
$2.32K ﹤0.01%
62
983
$2.31K ﹤0.01%
22
984
$2.22K ﹤0.01%
20
985
$2.21K ﹤0.01%
55
986
$2.13K ﹤0.01%
71
987
$2.11K ﹤0.01%
42
-6
988
$2.09K ﹤0.01%
140
989
$2.07K ﹤0.01%
+33
990
$2.01K ﹤0.01%
91
991
$1.98K ﹤0.01%
24
992
$1.96K ﹤0.01%
+5
993
$1.96K ﹤0.01%
13
994
$1.95K ﹤0.01%
15
995
$1.93K ﹤0.01%
19
996
$1.92K ﹤0.01%
113
997
$1.89K ﹤0.01%
40
998
$1.88K ﹤0.01%
10
999
$1.85K ﹤0.01%
81
1000
$1.83K ﹤0.01%
17
38 39
40
41 42