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
+$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
326
$41.2K 0.03%
2,064
327
$41.1K 0.03%
799
328
$41.1K 0.03%
1,033
329
$41K 0.03%
325
+222
330
$41K 0.03%
1,189
331
$40.9K 0.03%
280
332
$40.8K 0.03%
4,235
333
$40.3K 0.03%
1,264
334
$40.3K 0.03%
748
335
$40.1K 0.03%
1,674
336
$39.9K 0.03%
1,711
337
$39.6K 0.03%
1,408
338
$39.6K 0.03%
163
339
$39.4K 0.03%
557
340
$39.2K 0.03%
1,448
341
$39.2K 0.03%
258
342
$39K 0.03%
1,199
343
$38.8K 0.03%
377
344
$38.7K 0.03%
286
345
$38.5K 0.03%
730
346
$38.5K 0.03%
113
347
$38.4K 0.03%
836
348
$38K 0.03%
740
+143
349
$37.9K 0.03%
1,326
350
$37.7K 0.03%
468
12 13
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