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
351
$37.3K 0.03%
163
352
$37.2K 0.03%
552
353
$37.1K 0.03%
2,032
354
$36.8K 0.03%
1,346
+776
355
$36.5K 0.03%
1,426
356
$36K 0.03%
236
357
$36K 0.03%
1,212
-46
358
$36K 0.03%
417
359
$35.8K 0.03%
1,160
360
$35.7K 0.03%
671
361
$35.7K 0.03%
617
362
$35.2K 0.03%
1,125
363
$35.2K 0.03%
405
364
$35.1K 0.03%
590
365
$35.1K 0.03%
1,768
366
$35.1K 0.03%
873
367
$35K 0.03%
681
368
$35K 0.03%
1,154
+732
369
$34.9K 0.03%
992
-73
370
$34.7K 0.03%
549
371
$34.7K 0.03%
651
372
$34.7K 0.03%
1,277
373
$34.5K 0.03%
1,004
374
$34.4K 0.03%
1,389
375
$34.1K 0.03%
727
13 14
15
16 17