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
$159M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$595K
3
+$566K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$373K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$230K

Top Sells

1
+$320K
2
+$262K
3
+$253K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$229K
5
LEN icon
Lennar Class A
LEN
+$228K

Sector Composition

1 Technology 13.97%
2 Financials 12.93%
3 Healthcare 12.45%
4 Industrials 6.63%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67.1K 0.04%
3,961
+6
227
$66.8K 0.04%
2,660
228
$66.6K 0.04%
1,058
+18
229
$65.2K 0.04%
1,403
+49
230
$65.1K 0.04%
710
-80
231
$65K 0.04%
837
232
$64.7K 0.04%
297
+134
233
$64.4K 0.04%
1,423
+43
234
$63.2K 0.04%
2,163
-973
235
$61.9K 0.04%
755
236
$61.3K 0.04%
3,067
237
$60.7K 0.04%
817
238
$60.4K 0.04%
2,690
239
$60.3K 0.04%
936
+530
240
$59.4K 0.04%
+1,401
241
$59.3K 0.04%
95
+2
242
$59.2K 0.04%
600
+132
243
$58.3K 0.04%
2,404
-67
244
$57.7K 0.04%
4,377
+1,104
245
$57.5K 0.04%
737
+6
246
$57.4K 0.04%
1,272
247
$55.9K 0.04%
397
+94
248
$55.6K 0.04%
5,602
+620
249
$55.4K 0.03%
1,102
250
$55.4K 0.03%
1,324
8 9
10
11 12