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
176
$145K 0.08%
3,039
+966
177
$143K 0.08%
3,074
178
$143K 0.08%
1,494
179
$142K 0.08%
2,580
180
$140K 0.08%
6,853
181
$138K 0.08%
2,476
182
$137K 0.08%
6,423
183
$136K 0.08%
897
184
$134K 0.08%
1,078
185
$130K 0.07%
3,774
186
$128K 0.07%
1,046
-3
187
$127K 0.07%
3,744
+24
188
$126K 0.07%
1,416
189
$125K 0.07%
972
190
$122K 0.07%
1,111
191
$119K 0.07%
3,390
192
$119K 0.07%
27,320
+240
193
$118K 0.07%
2,660
194
$112K 0.06%
1,385
195
$111K 0.06%
588
196
$110K 0.06%
806
197
$110K 0.06%
1,121
-4
198
$110K 0.06%
3,955
199
$109K 0.06%
630
200
$109K 0.06%
4,446
6 7
8
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