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
$153M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$331K
3
+$321K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$306K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$486K
2
+$267K
3
+$107K
4
SLB icon
SLB Limited
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.17%
1,681
102
$263K 0.17%
1,053
-335
103
$258K 0.17%
5,063
104
$249K 0.16%
1,922
105
$247K 0.16%
5,340
106
$245K 0.16%
13,869
107
$243K 0.16%
3,894
108
$240K 0.16%
6,809
+363
109
$239K 0.16%
1,834
110
$238K 0.16%
2,351
111
$235K 0.15%
3,351
112
$235K 0.15%
2,014
113
$233K 0.15%
6,023
+551
114
$232K 0.15%
6,085
+85
115
$229K 0.15%
15,120
+20
116
$229K 0.15%
4,712
117
$229K 0.15%
4,522
118
$218K 0.14%
1,937
119
$218K 0.14%
4,122
120
$215K 0.14%
2,595
121
$212K 0.14%
1,203
+35
122
$212K 0.14%
1,971
123
$211K 0.14%
2,094
+766
124
$210K 0.14%
10,030
125
$208K 0.14%
2,107
3 4
5
6 7