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
376
$29.2K 0.02%
1,561
+311
377
$28.8K 0.02%
576
-386
378
$28.8K 0.02%
899
379
$28.7K 0.02%
713
380
$28.5K 0.02%
1,679
381
$28.4K 0.02%
1,921
+44
382
$28.3K 0.02%
927
383
$28K 0.02%
906
384
$27.9K 0.02%
+1,524
385
$27.9K 0.02%
654
+13
386
$27.8K 0.02%
925
+11
387
$27.8K 0.02%
220
+14
388
$27.8K 0.02%
328
389
$27.5K 0.02%
1,360
-50
390
$27.5K 0.02%
159
-2
391
$27.1K 0.02%
109
392
$26.8K 0.02%
401
393
$26.7K 0.02%
1,284
394
$26.7K 0.02%
979
+295
395
$26.6K 0.02%
4,418
+1,345
396
$26.6K 0.02%
333
-315
397
$26.6K 0.02%
1,226
398
$26.3K 0.02%
773
+66
399
$26.2K 0.02%
1,175
-322
400
$26.2K 0.02%
834
14 15
16
17 18