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
1001
$1.83K ﹤0.01%
26
1002
$1.81K ﹤0.01%
308
-4,496
1003
$1.8K ﹤0.01%
48
+14
1004
$1.78K ﹤0.01%
29
1005
$1.78K ﹤0.01%
41
1006
$1.73K ﹤0.01%
85
-76
1007
$1.63K ﹤0.01%
56
1008
$1.62K ﹤0.01%
43
1009
$1.61K ﹤0.01%
29
1010
$1.59K ﹤0.01%
67
1011
$1.59K ﹤0.01%
20
1012
$1.53K ﹤0.01%
26
1013
$1.49K ﹤0.01%
80
1014
$1.49K ﹤0.01%
34
1015
$1.43K ﹤0.01%
128
1016
$1.37K ﹤0.01%
33
1017
$1.35K ﹤0.01%
39
1018
$1.35K ﹤0.01%
31
1019
$1.32K ﹤0.01%
35
1020
$1.32K ﹤0.01%
39
1021
$1.31K ﹤0.01%
12
1022
$1.31K ﹤0.01%
59
1023
$1.26K ﹤0.01%
+29
1024
$1.2K ﹤0.01%
18
1025
$1.2K ﹤0.01%
23
39 40
41
42 43