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

Top Buys

1
+$4.21M
2
+$803K
3
+$799K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$486K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$293K

Top Sells

1
+$418K
2
+$350K
3
+$311K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$302K
5
XOM icon
Exxon Mobil
XOM
+$301K

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%
704
352
$32.8K 0.02%
4,783
353
$32.3K 0.02%
1,390
354
$31.9K 0.02%
692
355
$31.8K 0.02%
1,711
356
$31.8K 0.02%
461
357
$31.7K 0.02%
1,004
+142
358
$31.5K 0.02%
578
+23
359
$31.5K 0.02%
454
360
$31.4K 0.02%
625
-81
361
$31.3K 0.02%
372
362
$31.2K 0.02%
258
363
$31.2K 0.02%
2,811
364
$31K 0.02%
578
365
$30.5K 0.02%
3,460
366
$30.3K 0.02%
1,277
367
$30.1K 0.02%
1,258
+810
368
$30.1K 0.02%
933
369
$30K 0.02%
488
+123
370
$29.9K 0.02%
1,229
-18
371
$29.9K 0.02%
2,818
+679
372
$29.8K 0.02%
1,100
373
$29.6K 0.02%
200
374
$29.4K 0.02%
2,102
-1,593
375
$29.2K 0.02%
1,009
+110
13 14
15
16 17