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
251
$57.1K 0.04%
611
252
$57.1K 0.04%
3,273
253
$56.5K 0.04%
1,338
254
$56.1K 0.04%
558
-76
255
$55.9K 0.04%
548
256
$55.7K 0.04%
1,036
257
$55.4K 0.04%
350
-150
258
$55.1K 0.04%
545
259
$54K 0.04%
1,387
+1,061
260
$53.2K 0.04%
3,460
261
$53.1K 0.04%
1,609
262
$52.7K 0.04%
259
-36
263
$52.4K 0.04%
642
264
$52.3K 0.04%
277
265
$52.1K 0.04%
778
-213
266
$52.1K 0.04%
1,508
267
$52.1K 0.04%
3,588
268
$51.6K 0.04%
724
269
$51.3K 0.04%
2,707
-301
270
$50.9K 0.04%
3,440
271
$50.4K 0.04%
560
272
$50K 0.04%
949
273
$50K 0.04%
1,067
-11
274
$49.5K 0.04%
1,397
275
$49.1K 0.04%
1,247
9 10
11
12 13