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
1201
– –
-1
1202
– –
-17
1203
– –
-1,420
1204
– –
-1,938
1205
– –
-35
1206
– –
-325
1207
– –
-2,881
1208
– –
-670
1209
– –
-266
1210
– –
-353
1211
– –
-699
1212
– –
-100
1213
– –
-557
1214
– –
-806
1215
– –
-4
1216
– –
-896
1217
– –
-21
1218
– –
-992
1219
– –
-4,235
1220
– –
-1,587
1221
– –
-896
1222
– –
-616
1223
– –
-16
1224
– –
-2,356
1225
– –
-3,310
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