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
351
$37.7K 0.03%
553
352
$37.5K 0.03%
3,318
353
$37.4K 0.03%
2,060
354
$37.3K 0.03%
163
355
$37.2K 0.03%
552
356
$37.1K 0.03%
2,032
357
$36.8K 0.03%
1,346
+776
358
$36.5K 0.03%
1,426
359
$36K 0.03%
236
360
$36K 0.03%
1,212
-46
361
$36K 0.03%
417
362
$35.8K 0.03%
1,160
363
$35.7K 0.03%
671
364
$35.7K 0.03%
617
365
$35.2K 0.03%
1,125
366
$35.2K 0.03%
405
367
$35.1K 0.03%
590
368
$35.1K 0.03%
1,768
369
$35.1K 0.03%
873
370
$35K 0.03%
681
371
$35K 0.03%
1,154
+732
372
$34.9K 0.03%
992
-73
373
$34.7K 0.03%
549
374
$34.7K 0.03%
651
375
$34.7K 0.03%
1,277
13 14
15
16 17