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
1076
$1.63K ﹤0.01%
15
1077
$1.62K ﹤0.01%
92
-46
1078
$1.57K ﹤0.01%
32
1079
$1.57K ﹤0.01%
11
-7
1080
$1.54K ﹤0.01%
100
1081
$1.53K ﹤0.01%
22
+3
1082
$1.52K ﹤0.01%
124
1083
$1.51K ﹤0.01%
70
+32
1084
$1.5K ﹤0.01%
29
1085
$1.49K ﹤0.01%
+34
1086
$1.46K ﹤0.01%
67
1087
$1.45K ﹤0.01%
25
1088
$1.45K ﹤0.01%
26
1089
$1.39K ﹤0.01%
34
1090
$1.38K ﹤0.01%
20
1091
$1.37K ﹤0.01%
81
1092
$1.33K ﹤0.01%
29
1093
$1.33K ﹤0.01%
43
1094
$1.33K ﹤0.01%
41
+25
1095
$1.31K ﹤0.01%
8
1096
$1.31K ﹤0.01%
34
1097
$1.29K ﹤0.01%
18
+14
1098
$1.28K ﹤0.01%
129
-1,465
1099
$1.26K ﹤0.01%
22
1100
$1.16K ﹤0.01%
20
+11
42 43
44
45 46