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
1051
$796 ﹤0.01%
12
1052
$783 ﹤0.01%
8
1053
$755 ﹤0.01%
21
1054
$727 ﹤0.01%
30
1055
$725 ﹤0.01%
8
1056
$718 ﹤0.01%
14
1057
$716 ﹤0.01%
9
1058
$709 ﹤0.01%
26
1059
$708 ﹤0.01%
13
1060
$698 ﹤0.01%
7
1061
$686 ﹤0.01%
10
1062
$680 ﹤0.01%
10
1063
$678 ﹤0.01%
10
1064
$663 ﹤0.01%
35
1065
$658 ﹤0.01%
25
-387
1066
$656 ﹤0.01%
21
1067
$654 ﹤0.01%
9
1068
$646 ﹤0.01%
14
1069
$645 ﹤0.01%
9
1070
$632 ﹤0.01%
+10
1071
$622 ﹤0.01%
13
1072
$616 ﹤0.01%
11
1073
$582 ﹤0.01%
6
-251
1074
$554 ﹤0.01%
2
-52
1075
$552 ﹤0.01%
16
41 42
43
44 45