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

Top Buys

1
+$287K
2
+$174K
3
+$152K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$138K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$76.6K

Top Sells

1
+$868K
2
+$373K
3
+$263K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$163K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$142K

Sector Composition

1 Financials 18.18%
2 Technology 8.65%
3 Healthcare 7.3%
4 Industrials 5.98%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67K 0.05%
506
227
$66.9K 0.05%
460
-4
228
$66.1K 0.05%
348
229
$65.5K 0.05%
699
230
$65.3K 0.05%
2,187
231
$64.8K 0.05%
1,005
232
$64.7K 0.05%
697
233
$64K 0.05%
1,076
-85
234
$63.5K 0.05%
882
235
$63.1K 0.05%
253
236
$62.6K 0.05%
737
237
$62.3K 0.05%
2,286
238
$62.3K 0.05%
577
239
$62.3K 0.05%
1,514
+248
240
$61.8K 0.05%
404
241
$61.3K 0.04%
816
242
$61.3K 0.04%
1,187
243
$60.7K 0.04%
955
244
$60.6K 0.04%
869
245
$60.3K 0.04%
894
-15
246
$59.1K 0.04%
1,322
247
$58.2K 0.04%
878
248
$58.1K 0.04%
862
249
$57.8K 0.04%
1,221
250
$57.6K 0.04%
232
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10
11 12