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
976
$3.85K ﹤0.01%
55
977
$3.83K ﹤0.01%
299
978
$3.76K ﹤0.01%
96
979
$3.73K ﹤0.01%
128
980
$3.68K ﹤0.01%
117
981
$3.61K ﹤0.01%
30
982
$3.52K ﹤0.01%
78
983
$3.5K ﹤0.01%
1,298
984
$3.45K ﹤0.01%
37
985
$3.45K ﹤0.01%
33
986
$3.44K ﹤0.01%
12
987
$3.43K ﹤0.01%
30
988
$3.42K ﹤0.01%
30
989
$3.4K ﹤0.01%
355
+107
990
$3.4K ﹤0.01%
27
-4
991
$3.36K ﹤0.01%
95
992
$3.36K ﹤0.01%
58
993
$3.35K ﹤0.01%
93
994
$3.35K ﹤0.01%
158
-30
995
$3.34K ﹤0.01%
109
996
$3.33K ﹤0.01%
39
997
$3.24K ﹤0.01%
63
998
$3.22K ﹤0.01%
27
999
$3.22K ﹤0.01%
108
1000
$3.19K ﹤0.01%
28
38 39
40
41 42