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
+$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 Ltd
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
976
$2.6K ﹤0.01%
65
977
$2.52K ﹤0.01%
132
978
$2.46K ﹤0.01%
109
979
$2.41K ﹤0.01%
15
980
$2.4K ﹤0.01%
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981
$2.4K ﹤0.01%
39
982
$2.36K ﹤0.01%
20
983
$2.35K ﹤0.01%
43
984
$2.34K ﹤0.01%
40
985
$2.32K ﹤0.01%
62
986
$2.31K ﹤0.01%
22
987
$2.22K ﹤0.01%
20
988
$2.21K ﹤0.01%
55
989
$2.13K ﹤0.01%
71
990
$2.11K ﹤0.01%
42
-6
991
$2.09K ﹤0.01%
140
992
$2.07K ﹤0.01%
+33
993
$2.01K ﹤0.01%
91
994
$1.98K ﹤0.01%
24
995
$1.96K ﹤0.01%
+5
996
$1.96K ﹤0.01%
13
997
$1.95K ﹤0.01%
15
998
$1.93K ﹤0.01%
19
999
$1.92K ﹤0.01%
113
1000
$1.89K ﹤0.01%
40
38 39
40
41 42