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
376
$34.5K 0.03%
1,004
377
$34.4K 0.03%
1,389
378
$34.1K 0.03%
727
379
$34K 0.02%
398
380
$33.9K 0.02%
779
381
$33.8K 0.02%
847
-8
382
$33.7K 0.02%
1,070
+511
383
$33.6K 0.02%
1,894
384
$33.5K 0.02%
835
385
$33.4K 0.02%
517
386
$33.4K 0.02%
294
387
$33.3K 0.02%
696
388
$33.2K 0.02%
486
389
$33.1K 0.02%
548
390
$32.8K 0.02%
760
391
$32.7K 0.02%
481
392
$32.2K 0.02%
334
393
$32K 0.02%
181
394
$32K 0.02%
353
395
$31.7K 0.02%
840
396
$31.4K 0.02%
743
+338
397
$31.3K 0.02%
540
398
$31.3K 0.02%
1,001
399
$31.2K 0.02%
519
400
$31.1K 0.02%
523
14 15
16
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