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
1026
$1.26K ﹤0.01%
+29
1027
$1.2K ﹤0.01%
18
1028
$1.2K ﹤0.01%
23
1029
$1.17K ﹤0.01%
34
1030
$1.15K ﹤0.01%
7
1031
$1.13K ﹤0.01%
16
1032
$1.12K ﹤0.01%
11
1033
$1.11K ﹤0.01%
41
1034
$1.1K ﹤0.01%
9
1035
$1.09K ﹤0.01%
10
1036
$1.08K ﹤0.01%
27
1037
$1.06K ﹤0.01%
27
-106
1038
$1.06K ﹤0.01%
39
1039
$1.06K ﹤0.01%
+196
1040
$1.06K ﹤0.01%
11
1041
$1.05K ﹤0.01%
21
1042
$1K ﹤0.01%
34
+12
1043
$987 ﹤0.01%
9
1044
$962 ﹤0.01%
21
1045
$935 ﹤0.01%
23
1046
$911 ﹤0.01%
4
-143
1047
$890 ﹤0.01%
17
1048
$869 ﹤0.01%
38
1049
$868 ﹤0.01%
23
1050
$861 ﹤0.01%
50
40 41
42
43 44