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

Top Buys

1
+$3.56M
2
+$595K
3
+$566K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$373K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$230K

Top Sells

1
+$320K
2
+$262K
3
+$253K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$229K
5
LEN icon
Lennar Class A
LEN
+$228K

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
326
$38.4K 0.02%
967
327
$38.2K 0.02%
1,832
328
$38.1K 0.02%
1,674
329
$38K 0.02%
852
330
$38K 0.02%
3,774
+2,322
331
$37.4K 0.02%
1,264
+404
332
$37.4K 0.02%
371
333
$37.2K 0.02%
413
+25
334
$37K 0.02%
1,522
+525
335
$37K 0.02%
1,340
-136
336
$36.9K 0.02%
360
337
$36.1K 0.02%
2,929
-173
338
$36K 0.02%
704
+48
339
$35.4K 0.02%
1,178
340
$34.9K 0.02%
475
+134
341
$34.7K 0.02%
173
342
$34.7K 0.02%
15,218
+11,982
343
$34.6K 0.02%
685
+268
344
$34.5K 0.02%
+1,725
345
$33.9K 0.02%
742
+46
346
$33.8K 0.02%
2,529
+658
347
$33.5K 0.02%
720
348
$33.4K 0.02%
4,135
+1,011
349
$33.3K 0.02%
548
350
$33.1K 0.02%
351
+153
12 13
14
15 16