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
276
$48.5K 0.04%
454
277
$48.4K 0.04%
3,872
-69
278
$48.3K 0.04%
801
279
$48.2K 0.04%
1,272
280
$48.2K 0.04%
2,890
+2,807
281
$48.1K 0.04%
983
+110
282
$47.8K 0.04%
1,273
283
$47.7K 0.04%
792
284
$47.7K 0.03%
821
285
$47.7K 0.03%
553
-103
286
$47.4K 0.03%
696
287
$47.3K 0.03%
806
288
$47.1K 0.03%
274
289
$46.1K 0.03%
1,470
290
$45.7K 0.03%
1,646
291
$45.6K 0.03%
647
292
$45.6K 0.03%
1,689
293
$45.3K 0.03%
792
294
$45.1K 0.03%
916
295
$45.1K 0.03%
737
296
$44.9K 0.03%
1,220
297
$44.8K 0.03%
3,042
298
$44.8K 0.03%
929
299
$44.7K 0.03%
553
-179
300
$44.6K 0.03%
1,832
10 11
12
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