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
401
$26.2K 0.02%
834
402
$26.2K 0.02%
3,324
403
$26.1K 0.02%
2,211
404
$26K 0.02%
1,426
405
$26K 0.02%
635
406
$25.9K 0.02%
357
+34
407
$25.8K 0.02%
1,042
-492
408
$25.8K 0.02%
1,859
+357
409
$25.8K 0.02%
634
410
$25.7K 0.02%
928
+218
411
$25.7K 0.02%
1,421
+145
412
$25.7K 0.02%
649
+38
413
$25.5K 0.02%
1,739
414
$25.4K 0.02%
628
+216
415
$25.3K 0.02%
492
416
$25.3K 0.02%
809
+49
417
$25.2K 0.02%
+3,486
418
$25.1K 0.02%
1,166
419
$25.1K 0.02%
2,032
-1,376
420
$25K 0.02%
666
-3
421
$24.5K 0.02%
914
422
$24.4K 0.02%
176
+4
423
$24.3K 0.02%
481
424
$24.3K 0.02%
670
425
$24.3K 0.02%
2,026
+208
15 16
17
18 19