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
$159M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$803K
3
+$799K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$486K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$293K

Top Sells

1
+$418K
2
+$350K
3
+$311K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$302K
5
XOM icon
Exxon Mobil
XOM
+$301K

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
301
$41.5K 0.03%
992
+443
302
$41.4K 0.03%
328
+145
303
$41.4K 0.03%
3,690
+2,044
304
$41K 0.03%
557
305
$40.8K 0.03%
694
+104
306
$40.7K 0.03%
+5,821
307
$40.7K 0.03%
737
308
$40.3K 0.03%
653
+144
309
$40.3K 0.03%
1,966
+1,179
310
$40.1K 0.03%
876
+673
311
$40K 0.03%
174
+10
312
$39.8K 0.03%
836
+45
313
$39.7K 0.03%
263
314
$39.7K 0.03%
632
+164
315
$39.7K 0.03%
1,452
+419
316
$39.5K 0.02%
552
317
$39.5K 0.02%
634
318
$39.4K 0.02%
270
+14
319
$39.4K 0.02%
718
+49
320
$39.4K 0.02%
836
321
$39.1K 0.02%
1,436
+169
322
$39.1K 0.02%
1,166
-274
323
$38.9K 0.02%
294
+14
324
$38.8K 0.02%
7,286
+2,757
325
$38.4K 0.02%
967
11 12
13
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