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
1126
$787 ﹤0.01%
18
1127
$779 ﹤0.01%
9
1128
$776 ﹤0.01%
28
1129
$763 ﹤0.01%
+169
1130
$746 ﹤0.01%
71
1131
$746 ﹤0.01%
31
-22
1132
$744 ﹤0.01%
6
-9
1133
$740 ﹤0.01%
17
1134
$722 ﹤0.01%
26
1135
$721 ﹤0.01%
13
1136
$718 ﹤0.01%
19
1137
$715 ﹤0.01%
20
1138
$706 ﹤0.01%
17
1139
$703 ﹤0.01%
26
1140
$703 ﹤0.01%
27
1141
$692 ﹤0.01%
17
1142
$679 ﹤0.01%
8
1143
$678 ﹤0.01%
8
1144
$676 ﹤0.01%
+5
1145
$653 ﹤0.01%
+3
1146
$623 ﹤0.01%
44
1147
$606 ﹤0.01%
39
1148
$601 ﹤0.01%
12
1149
$596 ﹤0.01%
20
-9
1150
$590 ﹤0.01%
12
44 45
46
47 48