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
$137M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$169K
3
+$150K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$135K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$74.7K

Top Sells

1
+$837K
2
+$350K
3
+$244K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$159K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$143K

Sector Composition

1 Financials 18.18%
2 Technology 8.64%
3 Healthcare 7.3%
4 Industrials 5.93%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.9K 0.05%
460
-4
227
$66.1K 0.05%
348
228
$65.5K 0.05%
699
229
$65.3K 0.05%
2,187
230
$64.8K 0.05%
1,005
231
$64.7K 0.05%
697
232
$64K 0.05%
1,076
-85
233
$63.5K 0.05%
882
234
$63.1K 0.05%
253
235
$62.6K 0.05%
737
236
$62.3K 0.05%
577
237
$62.3K 0.05%
1,514
+248
238
$61.8K 0.05%
404
239
$61.3K 0.04%
816
240
$61.3K 0.04%
1,187
241
$60.7K 0.04%
955
242
$60.6K 0.04%
869
243
$60.3K 0.04%
894
-15
244
$59.1K 0.04%
1,322
245
$58.2K 0.04%
878
246
$58.1K 0.04%
862
247
$57.8K 0.04%
1,221
248
$57.6K 0.04%
232
249
$57.1K 0.04%
611
250
$57.1K 0.04%
3,273
8 9
10
11 12