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
+$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
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1202
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1203
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1204
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1205
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-1,938
1206
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1207
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-17
1208
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-1
1209
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-293
1210
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-39
1211
– –
-1,353
1212
– –
-280
1213
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1214
– –
-49
1215
– –
-561
1216
– –
-810
1217
– –
0
1218
– –
-552
1219
– –
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1220
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1221
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1222
– –
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1223
– –
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1224
– –
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1225
– –
-4
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