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
426
$23.9K 0.02%
568
427
$23.8K 0.02%
1,036
428
$23.7K 0.01%
+1,196
429
$23.7K 0.01%
414
+97
430
$23.7K 0.01%
874
+205
431
$23.6K 0.01%
450
+187
432
$23.6K 0.01%
156
+7
433
$23.5K 0.01%
489
434
$23.5K 0.01%
747
-17
435
$23.5K 0.01%
1,544
+280
436
$23.4K 0.01%
639
+185
437
$23.3K 0.01%
77
+10
438
$23.2K 0.01%
862
439
$22.9K 0.01%
230
440
$22.7K 0.01%
139
+8
441
$22.6K 0.01%
790
442
$22.5K 0.01%
279
+8
443
$22.5K 0.01%
2,190
444
$22.4K 0.01%
347
445
$22.3K 0.01%
270
446
$22.1K 0.01%
929
-162
447
$22.1K 0.01%
1,760
448
$22.1K 0.01%
211
449
$22K 0.01%
1,969
+735
450
$21.8K 0.01%
792
16 17
18
19 20