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
$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 Ltd
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
201
$97.6K 0.06%
1,309
202
$97.5K 0.06%
817
203
$97.3K 0.06%
3,014
204
$95.9K 0.06%
1,407
205
$94.5K 0.06%
1,345
206
$94.4K 0.06%
876
+24
207
$93.2K 0.06%
506
208
$92K 0.06%
3,024
209
$90.9K 0.06%
1,102
210
$88.2K 0.06%
2,048
211
$86.7K 0.06%
2,187
212
$85.5K 0.06%
794
213
$85K 0.06%
353
214
$84.9K 0.06%
348
215
$83.9K 0.06%
1,238
+233
216
$82K 0.05%
+8,629
217
$81.7K 0.05%
277
218
$80.9K 0.05%
2,000
219
$80.8K 0.05%
882
220
$80.4K 0.05%
470
+72
221
$80.3K 0.05%
962
222
$79.8K 0.05%
3,030
223
$79.7K 0.05%
3,230
-2,560
224
$79.6K 0.05%
2,986
225
$78.4K 0.05%
1,134
7 8
9
10 11