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
+$416K
2
+$325K
3
+$315K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$300K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$272K

Top Sells

1
+$482K
2
+$268K
3
+$106K
4
SLB icon
SLB Ltd
SLB
+$92.6K
5
GE icon
GE Aerospace
GE
+$84.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.27%
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
$94.5K 0.06%
1,345
205
$94.4K 0.06%
876
+24
206
$93.2K 0.06%
506
207
$92K 0.06%
3,024
208
$90.9K 0.06%
1,102
209
$88.2K 0.06%
2,048
210
$86.7K 0.06%
2,187
211
$85.5K 0.06%
794
212
$85K 0.06%
353
213
$84.9K 0.06%
348
214
$83.9K 0.06%
1,238
+233
215
$82K 0.05%
+8,629
216
$81.7K 0.05%
277
217
$80.9K 0.05%
2,000
218
$80.8K 0.05%
882
219
$80.4K 0.05%
470
+72
220
$80.3K 0.05%
962
221
$79.8K 0.05%
3,030
222
$79.7K 0.05%
3,230
-2,560
223
$79.6K 0.05%
2,986
224
$78.4K 0.05%
1,134
225
$76.8K 0.05%
862
7 8
9
10 11