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 +$279K
2 +$169K
3 +$150K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$135K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$74.7K

Top Sells

1 +$837K
2 +$350K
3 +$244K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$159K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$143K

Sector Composition

1 Financials 18.18%
2 Technology 8.64%
3 Healthcare 7.3%
4 Industrials 5.93%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$28.4K 0.02%
4,404
+979
427
$28.4K 0.02%
546
428
$28.4K 0.02%
+896
429
$28.3K 0.02%
625
430
$28.3K 0.02%
82
431
$28.3K 0.02%
147
+143
432
$28.3K 0.02%
226
433
$28.1K 0.02%
562
-249
434
$28.1K 0.02%
704
435
$28K 0.02%
1,058
436
$28K 0.02%
744
437
$28K 0.02%
713
438
$27.9K 0.02%
686
439
$27.9K 0.02%
371
440
$27.8K 0.02%
639
+465
441
$27.7K 0.02%
465
442
$27.6K 0.02%
578
443
$27.5K 0.02%
1,039
444
$27.4K 0.02%
1,165
445
$27.3K 0.02%
714
446
$27.2K 0.02%
910
447
$26.9K 0.02%
2,646
448
$26.6K 0.02%
428
449
$26.6K 0.02%
403
450
$26.5K 0.02%
834