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
1051
$2.04K ﹤0.01%
56
1052
$2.03K ﹤0.01%
293
1053
$2.02K ﹤0.01%
26
1054
$2.02K ﹤0.01%
62
-12
1055
$2K ﹤0.01%
89
1056
$2K ﹤0.01%
140
1057
$1.99K ﹤0.01%
3
1058
$1.97K ﹤0.01%
13
1059
$1.96K ﹤0.01%
21
1060
$1.93K ﹤0.01%
41
1061
$1.91K ﹤0.01%
+128
1062
$1.89K ﹤0.01%
100
1063
$1.87K ﹤0.01%
51
1064
$1.86K ﹤0.01%
80
1065
$1.82K ﹤0.01%
46
1066
$1.8K ﹤0.01%
91
1067
$1.78K ﹤0.01%
24
1068
$1.77K ﹤0.01%
31
1069
$1.77K ﹤0.01%
24
1070
$1.76K ﹤0.01%
71
1071
$1.75K ﹤0.01%
14
-8
1072
$1.74K ﹤0.01%
16
+3
1073
$1.69K ﹤0.01%
+11
1074
$1.67K ﹤0.01%
33
1075
$1.63K ﹤0.01%
56
-56
41 42
43
44 45