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
426
$24.2K 0.02%
553
+44
427
$23.9K 0.02%
568
428
$23.8K 0.02%
1,036
429
$23.7K 0.01%
+1,196
430
$23.7K 0.01%
414
+97
431
$23.7K 0.01%
874
+205
432
$23.6K 0.01%
450
+187
433
$23.6K 0.01%
156
+7
434
$23.5K 0.01%
489
435
$23.5K 0.01%
747
-17
436
$23.5K 0.01%
1,544
+280
437
$23.4K 0.01%
639
+185
438
$23.3K 0.01%
77
+10
439
$23.2K 0.01%
862
440
$22.9K 0.01%
230
441
$22.7K 0.01%
139
+8
442
$22.6K 0.01%
790
443
$22.5K 0.01%
279
+8
444
$22.5K 0.01%
2,190
445
$22.4K 0.01%
347
446
$22.3K 0.01%
270
447
$22.1K 0.01%
929
-162
448
$22.1K 0.01%
1,760
449
$22.1K 0.01%
211
450
$22K 0.01%
1,969
+735
16 17
18
19 20