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
351
$33.1K 0.02%
392
+52
352
$33.1K 0.02%
704
353
$32.8K 0.02%
4,783
354
$32.3K 0.02%
1,390
355
$31.9K 0.02%
692
356
$31.8K 0.02%
1,711
357
$31.8K 0.02%
461
358
$31.7K 0.02%
1,004
+142
359
$31.5K 0.02%
578
+23
360
$31.5K 0.02%
454
361
$31.4K 0.02%
625
-81
362
$31.3K 0.02%
372
363
$31.2K 0.02%
258
364
$31.2K 0.02%
2,811
365
$31K 0.02%
578
366
$30.5K 0.02%
3,460
367
$30.3K 0.02%
1,277
368
$30.1K 0.02%
1,258
+810
369
$30.1K 0.02%
933
370
$30K 0.02%
488
+123
371
$29.9K 0.02%
1,229
-18
372
$29.9K 0.02%
2,818
+679
373
$29.8K 0.02%
1,100
374
$29.6K 0.02%
200
375
$29.4K 0.02%
2,102
-1,593
13 14
15
16 17