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
1
$15.6M 8.7%
1,317,660
+55,866
2
$10.3M 5.78%
739,712
3
$7.14M 3.99%
127,604
+1,544
4
$5.83M 3.26%
35,454
-44
5
$5.42M 3.02%
215,593
+3,376
6
$5.25M 2.93%
60,560
7
$4.16M 2.32%
238,584
+12,808
8
$3.75M 2.09%
62,416
+272
9
$3.72M 2.07%
17,304
+13
10
$3.6M 2.01%
27,859
+73
11
$3.3M 1.84%
39,487
12
$3M 1.68%
39,663
+194
13
$2.98M 1.67%
21,467
+546
14
$2.39M 1.33%
42,673
-2,093
15
$1.99M 1.11%
12,322
16
$1.98M 1.1%
25,423
-51
17
$1.75M 0.98%
21,794
+209
18
$1.58M 0.88%
38,594
+954
19
$1.54M 0.86%
303,551
-13,480
20
$1.54M 0.86%
12,965
+15
21
$1.52M 0.85%
24,960
22
$1.5M 0.84%
6,466
+608
23
$1.42M 0.8%
11,449
+12
24
$1.41M 0.79%
16,240
25
$1.28M 0.71%
23,497
1
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