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
201
$109K 0.06%
1,277
+18
202
$108K 0.06%
672
203
$108K 0.06%
1,337
204
$108K 0.06%
1,447
205
$106K 0.06%
7,479
206
$104K 0.06%
3,067
+99
207
$103K 0.06%
1,618
208
$102K 0.06%
6,345
-45
209
$101K 0.06%
949
210
$98.2K 0.05%
4,162
+1,160
211
$98.1K 0.05%
1,515
212
$97.5K 0.05%
3,530
213
$97.2K 0.05%
3,743
214
$96.8K 0.05%
990
215
$95.6K 0.05%
3,964
216
$95K 0.05%
802
217
$94.3K 0.05%
3,208
218
$94K 0.05%
1,638
219
$93K 0.05%
1,083
-4
220
$92.1K 0.05%
1,524
221
$90.8K 0.05%
435
+252
222
$88.2K 0.05%
862
223
$87.3K 0.05%
3,024
224
$87.2K 0.05%
1,464
225
$87.1K 0.05%
510
7 8
9
10 11