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
301
$44.5K 0.03%
275
+77
302
$44.3K 0.03%
205
+51
303
$44.1K 0.03%
1,434
304
$43.5K 0.03%
335
305
$43.5K 0.03%
903
306
$43.5K 0.03%
2,397
307
$43.4K 0.03%
263
308
$43.3K 0.03%
1,391
309
$42.9K 0.03%
808
310
$42.8K 0.03%
831
+369
311
$42.8K 0.03%
2,334
-297
312
$42.6K 0.03%
94
313
$42.3K 0.03%
225
+23
314
$42.1K 0.03%
876
315
$42.1K 0.03%
1,870
316
$41.8K 0.03%
552
317
$41.6K 0.03%
590
318
$41.3K 0.03%
1,324
319
$41.3K 0.03%
285
320
$41.3K 0.03%
652
+263
321
$41.3K 0.03%
929
322
$41.3K 0.03%
997
323
$41.2K 0.03%
2,064
324
$41.1K 0.03%
799
325
$41.1K 0.03%
1,033
11 12
13
14 15