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
1001
$3.19K ﹤0.01%
40
1002
$3.18K ﹤0.01%
60
1003
$3.17K ﹤0.01%
34
1004
$3.16K ﹤0.01%
100
1005
$3.12K ﹤0.01%
110
1006
$3.11K ﹤0.01%
112
1007
$3.1K ﹤0.01%
58
1008
$3.1K ﹤0.01%
81
1009
$3.09K ﹤0.01%
110
1010
$3.06K ﹤0.01%
132
1011
$3.05K ﹤0.01%
160
1012
$3.04K ﹤0.01%
71
1013
$3.04K ﹤0.01%
74
1014
$3.03K ﹤0.01%
19
1015
$3.02K ﹤0.01%
91
1016
$2.97K ﹤0.01%
207
-7
1017
$2.96K ﹤0.01%
64
1018
$2.91K ﹤0.01%
52
+34
1019
$2.88K ﹤0.01%
61
+16
1020
$2.87K ﹤0.01%
20
1021
$2.84K ﹤0.01%
18
1022
$2.78K ﹤0.01%
53
-59
1023
$2.75K ﹤0.01%
102
1024
$2.71K ﹤0.01%
36
1025
$2.61K ﹤0.01%
22
39 40
41
42 43