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
326
$41K 0.03%
325
+222
327
$41K 0.03%
1,189
328
$40.9K 0.03%
280
329
$40.8K 0.03%
4,235
330
$40.3K 0.03%
1,264
331
$40.3K 0.03%
748
332
$40.1K 0.03%
1,674
333
$39.9K 0.03%
1,711
334
$39.6K 0.03%
1,408
335
$39.6K 0.03%
163
336
$39.4K 0.03%
557
337
$39.2K 0.03%
1,448
338
$39.2K 0.03%
258
339
$39K 0.03%
1,199
340
$38.8K 0.03%
377
341
$38.7K 0.03%
286
342
$38.5K 0.03%
730
343
$38.5K 0.03%
113
344
$38.4K 0.03%
836
345
$38K 0.03%
740
+143
346
$37.9K 0.03%
1,326
347
$37.7K 0.03%
468
348
$37.7K 0.03%
553
349
$37.5K 0.03%
3,318
350
$37.4K 0.03%
2,060
12 13
14
15 16