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
376
$34K 0.02%
398
377
$33.9K 0.02%
779
378
$33.8K 0.02%
847
-8
379
$33.7K 0.02%
1,070
+511
380
$33.6K 0.02%
1,894
381
$33.5K 0.02%
835
382
$33.4K 0.02%
517
383
$33.4K 0.02%
294
384
$33.3K 0.02%
696
385
$33.2K 0.02%
486
386
$33.1K 0.02%
548
387
$32.8K 0.02%
760
388
$32.7K 0.02%
481
389
$32.2K 0.02%
334
390
$32K 0.02%
181
391
$32K 0.02%
353
392
$31.7K 0.02%
840
393
$31.4K 0.02%
743
+338
394
$31.3K 0.02%
540
395
$31.3K 0.02%
1,001
396
$31.2K 0.02%
519
397
$31.1K 0.02%
523
398
$31.1K 0.02%
266
399
$31K 0.02%
994
400
$31K 0.02%
230
14 15
16
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