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
101
$305K 0.17%
3,574
+399
102
$301K 0.17%
5,286
-6
103
$299K 0.17%
1,244
104
$296K 0.17%
1,994
105
$290K 0.16%
2,556
106
$287K 0.16%
5,192
107
$286K 0.16%
1,052
108
$284K 0.16%
2,446
-54
109
$284K 0.16%
4,522
110
$284K 0.16%
27,000
+16,896
111
$282K 0.16%
7,423
-125
112
$282K 0.16%
2,637
+389
113
$280K 0.16%
2,941
114
$278K 0.16%
5,567
115
$265K 0.15%
2,943
+338
116
$264K 0.15%
3,347
117
$260K 0.14%
2,595
118
$255K 0.14%
1,232
-120
119
$253K 0.14%
13,869
120
$246K 0.14%
5,340
121
$242K 0.14%
2,527
+216
122
$240K 0.13%
2,344
+304
123
$239K 0.13%
4,090
-508
124
$238K 0.13%
5,271
125
$238K 0.13%
890
-7
3 4
5
6 7