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
1076
$543 ﹤0.01%
25
1077
$542 ﹤0.01%
20
1078
$508 ﹤0.01%
4
-99
1079
$503 ﹤0.01%
19
1080
$503 ﹤0.01%
6
1081
$498 ﹤0.01%
11
1082
$496 ﹤0.01%
20
+8
1083
$490 ﹤0.01%
8
1084
$488 ﹤0.01%
5
-127
1085
$486 ﹤0.01%
27
1086
$485 ﹤0.01%
8
1087
$485 ﹤0.01%
6
1088
$484 ﹤0.01%
7
-146
1089
$481 ﹤0.01%
+6
1090
$476 ﹤0.01%
3
1091
$462 ﹤0.01%
14
1092
$445 ﹤0.01%
4
1093
$426 ﹤0.01%
7
1094
$415 ﹤0.01%
7
1095
$412 ﹤0.01%
33
1096
$410 ﹤0.01%
9
-500
1097
$404 ﹤0.01%
13
1098
$391 ﹤0.01%
16
-1,933
1099
$376 ﹤0.01%
9
1100
$376 ﹤0.01%
+18
42 43
44
45 46