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
1076
$582 ﹤0.01%
6
-251
1077
$554 ﹤0.01%
2
-52
1078
$552 ﹤0.01%
16
1079
$543 ﹤0.01%
25
1080
$542 ﹤0.01%
20
1081
$508 ﹤0.01%
4
-99
1082
$503 ﹤0.01%
19
1083
$503 ﹤0.01%
6
1084
$498 ﹤0.01%
11
1085
$496 ﹤0.01%
20
+8
1086
$490 ﹤0.01%
8
1087
$488 ﹤0.01%
5
-127
1088
$486 ﹤0.01%
18
1089
$485 ﹤0.01%
8
1090
$485 ﹤0.01%
6
1091
$484 ﹤0.01%
7
-146
1092
$481 ﹤0.01%
+6
1093
$476 ﹤0.01%
3
1094
$462 ﹤0.01%
14
1095
$445 ﹤0.01%
4
1096
$426 ﹤0.01%
7
1097
$415 ﹤0.01%
7
1098
$412 ﹤0.01%
33
1099
$410 ﹤0.01%
9
-500
1100
$404 ﹤0.01%
13
42 43
44
45 46