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
251
$56.5K 0.04%
1,338
252
$56.1K 0.04%
558
-76
253
$55.9K 0.04%
548
254
$55.7K 0.04%
1,036
255
$55.4K 0.04%
350
-150
256
$55.1K 0.04%
545
257
$54K 0.04%
1,387
+1,061
258
$53.2K 0.04%
3,460
259
$53.1K 0.04%
1,609
260
$52.7K 0.04%
259
-36
261
$52.4K 0.04%
642
262
$52.3K 0.04%
277
263
$52.1K 0.04%
778
-213
264
$52.1K 0.04%
3,588
265
$51.6K 0.04%
724
266
$51.3K 0.04%
2,707
-301
267
$50.9K 0.04%
3,440
268
$50.4K 0.04%
560
269
$50K 0.04%
949
270
$50K 0.04%
1,067
-11
271
$49.5K 0.04%
1,397
272
$49.1K 0.04%
1,247
273
$49.1K 0.04%
966
274
$48.7K 0.04%
669
275
$48.7K 0.04%
635
9 10
11
12 13