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
1026
$1.17K ﹤0.01%
34
1027
$1.15K ﹤0.01%
7
1028
$1.13K ﹤0.01%
16
1029
$1.12K ﹤0.01%
11
1030
$1.11K ﹤0.01%
41
1031
$1.1K ﹤0.01%
9
1032
$1.09K ﹤0.01%
10
1033
$1.08K ﹤0.01%
27
1034
$1.06K ﹤0.01%
27
-106
1035
$1.06K ﹤0.01%
39
1036
$1.06K ﹤0.01%
+196
1037
$1.06K ﹤0.01%
11
1038
$1.05K ﹤0.01%
21
1039
$1K ﹤0.01%
34
+12
1040
$987 ﹤0.01%
9
1041
$962 ﹤0.01%
21
1042
$935 ﹤0.01%
23
1043
$911 ﹤0.01%
4
-143
1044
$890 ﹤0.01%
17
1045
$869 ﹤0.01%
38
1046
$868 ﹤0.01%
23
1047
$861 ﹤0.01%
50
1048
$860 ﹤0.01%
12
1049
$858 ﹤0.01%
30
1050
$820 ﹤0.01%
80
40 41
42
43 44