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
1026
$2.61K ﹤0.01%
73
+52
1027
$2.59K ﹤0.01%
65
1028
$2.53K ﹤0.01%
47
1029
$2.52K ﹤0.01%
64
1030
$2.49K ﹤0.01%
145
1031
$2.47K ﹤0.01%
61
1032
$2.46K ﹤0.01%
56
1033
$2.46K ﹤0.01%
62
1034
$2.4K ﹤0.01%
128
1035
$2.38K ﹤0.01%
+202
1036
$2.36K ﹤0.01%
20
1037
$2.35K ﹤0.01%
16
1038
$2.35K ﹤0.01%
37
1039
$2.35K ﹤0.01%
31
1040
$2.32K ﹤0.01%
121
1041
$2.32K ﹤0.01%
68
1042
$2.31K ﹤0.01%
24
1043
$2.3K ﹤0.01%
131
-127
1044
$2.28K ﹤0.01%
21
1045
$2.2K ﹤0.01%
122
1046
$2.19K ﹤0.01%
25
1047
$2.17K ﹤0.01%
12
1048
$2.14K ﹤0.01%
17
1049
$2.13K ﹤0.01%
55
1050
$2.06K ﹤0.01%
42
40 41
42
43 44