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
426
$28.8K 0.02%
448
427
$28.7K 0.02%
459
428
$28.6K 0.02%
328
429
$28.4K 0.02%
4,404
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430
$28.4K 0.02%
546
431
$28.4K 0.02%
+896
432
$28.3K 0.02%
625
433
$28.3K 0.02%
82
434
$28.3K 0.02%
147
+143
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$28.3K 0.02%
226
436
$28.1K 0.02%
562
-249
437
$28.1K 0.02%
704
438
$28K 0.02%
1,058
439
$28K 0.02%
744
440
$28K 0.02%
713
441
$27.9K 0.02%
686
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$27.9K 0.02%
371
443
$27.8K 0.02%
639
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$27.7K 0.02%
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445
$27.6K 0.02%
578
446
$27.5K 0.02%
1,039
447
$27.4K 0.02%
1,165
448
$27.3K 0.02%
714
449
$27.2K 0.02%
910
450
$26.9K 0.02%
2,646