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
401
$26.2K 0.02%
3,324
402
$26.1K 0.02%
2,211
403
$26K 0.02%
1,426
404
$26K 0.02%
635
405
$25.9K 0.02%
357
+34
406
$25.8K 0.02%
1,042
-492
407
$25.8K 0.02%
1,859
+357
408
$25.8K 0.02%
634
409
$25.7K 0.02%
928
+218
410
$25.7K 0.02%
1,421
+145
411
$25.7K 0.02%
649
+38
412
$25.5K 0.02%
1,739
413
$25.4K 0.02%
628
+216
414
$25.3K 0.02%
492
415
$25.3K 0.02%
809
+49
416
$25.2K 0.02%
+3,486
417
$25.1K 0.02%
1,166
418
$25.1K 0.02%
2,032
-1,376
419
$25K 0.02%
666
-3
420
$24.5K 0.02%
929
421
$24.4K 0.02%
176
+4
422
$24.3K 0.02%
428
423
$24.3K 0.02%
670
424
$24.3K 0.02%
2,026
+208
425
$24.2K 0.02%
553
+44
15 16
17
18 19