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
251
$54.7K 0.03%
1,917
+1,783
252
$53.9K 0.03%
1,220
253
$53.7K 0.03%
3,743
254
$53.7K 0.03%
181
255
$53.5K 0.03%
+804
256
$53.1K 0.03%
898
257
$53K 0.03%
916
258
$52.9K 0.03%
697
-62
259
$52.8K 0.03%
1,419
260
$52.8K 0.03%
5,000
261
$51.8K 0.03%
1,231
+44
262
$51.5K 0.03%
265
+165
263
$51.5K 0.03%
832
+151
264
$51.4K 0.03%
20
265
$51.1K 0.03%
813
+9
266
$50.5K 0.03%
305
267
$50.5K 0.03%
702
268
$50.4K 0.03%
617
269
$50K 0.03%
2,994
-30
270
$49.9K 0.03%
2,122
+37
271
$49.8K 0.03%
838
+686
272
$49.1K 0.03%
1,407
273
$49.1K 0.03%
351
+38
274
$48.9K 0.03%
1,498
+52
275
$48.7K 0.03%
2,590
+1,105
9 10
11
12 13