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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$384K
3
+$360K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$226K
5
LEN icon
Lennar Class A
LEN
+$193K

Top Sells

1
+$192K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.9K
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
1151
$583 ﹤0.01%
10
1152
$540 ﹤0.01%
53
1153
$538 ﹤0.01%
27
1154
$490 ﹤0.01%
8
1155
$470 ﹤0.01%
30
1156
$409 ﹤0.01%
5
1157
$407 ﹤0.01%
+4
1158
$402 ﹤0.01%
56
1159
$396 ﹤0.01%
11
1160
$370 ﹤0.01%
51
-111
1161
$362 ﹤0.01%
13
1162
$339 ﹤0.01%
6
1163
$280 ﹤0.01%
+3
1164
$251 ﹤0.01%
50
1165
$230 ﹤0.01%
10
1166
$191 ﹤0.01%
7
1167
$188 ﹤0.01%
20
1168
$160 ﹤0.01%
6
1169
$104 ﹤0.01%
1
1170
$93 ﹤0.01%
1
1171
$60 ﹤0.01%
6
1172
$15 ﹤0.01%
2
1173
– –
-1,039
1174
– –
-246
1175
– –
-23
45 46
47
48 49