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
376
$29.2K 0.02%
1,009
+110
377
$29.2K 0.02%
1,561
+311
378
$28.8K 0.02%
576
-386
379
$28.8K 0.02%
899
380
$28.7K 0.02%
713
381
$28.5K 0.02%
1,679
382
$28.4K 0.02%
1,921
+44
383
$28.3K 0.02%
927
384
$28K 0.02%
906
385
$27.9K 0.02%
+1,524
386
$27.9K 0.02%
654
+13
387
$27.8K 0.02%
925
+11
388
$27.8K 0.02%
220
+14
389
$27.8K 0.02%
328
390
$27.5K 0.02%
1,360
-50
391
$27.5K 0.02%
159
-2
392
$27.1K 0.02%
109
393
$26.8K 0.02%
401
394
$26.7K 0.02%
1,284
395
$26.7K 0.02%
979
+295
396
$26.6K 0.02%
4,418
+1,345
397
$26.6K 0.02%
333
-315
398
$26.6K 0.02%
1,226
399
$26.3K 0.02%
773
+66
400
$26.2K 0.02%
1,175
-322
14 15
16
17 18