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
301
$44.8K 0.03%
929
302
$44.7K 0.03%
553
-179
303
$44.6K 0.03%
1,832
304
$44.5K 0.03%
275
+77
305
$44.3K 0.03%
205
+51
306
$44.1K 0.03%
1,434
307
$43.5K 0.03%
335
308
$43.5K 0.03%
903
309
$43.5K 0.03%
2,397
310
$43.4K 0.03%
263
311
$43.3K 0.03%
1,391
312
$42.9K 0.03%
808
313
$42.8K 0.03%
831
+369
314
$42.8K 0.03%
2,334
-297
315
$42.6K 0.03%
94
316
$42.3K 0.03%
225
+23
317
$42.1K 0.03%
876
318
$42.1K 0.03%
1,870
319
$41.8K 0.03%
552
320
$41.6K 0.03%
590
321
$41.3K 0.03%
1,324
322
$41.3K 0.03%
285
323
$41.3K 0.03%
652
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324
$41.3K 0.03%
914
325
$41.3K 0.03%
997