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
401
$31.1K 0.02%
266
402
$31K 0.02%
994
403
$31K 0.02%
230
404
$30.8K 0.02%
259
405
$30.6K 0.02%
5,262
406
$30.6K 0.02%
603
407
$30.5K 0.02%
553
408
$30.4K 0.02%
652
409
$30.4K 0.02%
529
410
$30.3K 0.02%
3,472
411
$29.9K 0.02%
1,133
+314
412
$29.9K 0.02%
827
413
$29.8K 0.02%
567
414
$29.7K 0.02%
461
415
$29.6K 0.02%
852
416
$29.5K 0.02%
612
417
$29.4K 0.02%
501
418
$29.4K 0.02%
838
419
$29.1K 0.02%
2,311
420
$29.1K 0.02%
1,115
+400
421
$29.1K 0.02%
395
422
$29K 0.02%
509
423
$29K 0.02%
368
424
$28.9K 0.02%
492
425
$28.9K 0.02%
768