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
276
$48K 0.03%
4,284
277
$48K 0.03%
1,470
278
$47.7K 0.03%
1,474
+896
279
$47.7K 0.03%
427
+13
280
$47.4K 0.03%
2,484
+132
281
$46.9K 0.03%
757
282
$46.8K 0.03%
1,312
-25
283
$46.5K 0.03%
177
284
$46.5K 0.03%
353
285
$46.4K 0.03%
831
286
$46.3K 0.03%
382
+30
287
$46.3K 0.03%
675
+22
288
$45.2K 0.03%
1,064
+117
289
$45.1K 0.03%
2,464
+1,056
290
$44.5K 0.03%
1,304
-773
291
$43.9K 0.03%
1,609
292
$43.9K 0.03%
669
+83
293
$43.8K 0.03%
757
+3
294
$43.4K 0.03%
894
295
$43.3K 0.03%
533
+16
296
$42.7K 0.03%
561
+184
297
$42.7K 0.03%
328
298
$42.6K 0.03%
482
+177
299
$42.6K 0.03%
865
+92
300
$42.1K 0.03%
528
+102
10 11
12
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