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
451
$26.6K 0.02%
428
452
$26.6K 0.02%
403
453
$26.5K 0.02%
834
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$26.5K 0.02%
572
455
$26.4K 0.02%
348
456
$26.3K 0.02%
613
457
$26.2K 0.02%
+147
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$26.2K 0.02%
206
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459
$26.2K 0.02%
456
460
$26.1K 0.02%
652
461
$26.1K 0.02%
+1,312
462
$26K 0.02%
506
463
$25.8K 0.02%
564
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$25.7K 0.02%
553
465
$25.6K 0.02%
572
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$25.4K 0.02%
287
467
$25.3K 0.02%
522
468
$25.3K 0.02%
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$25.3K 0.02%
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$25.3K 0.02%
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$25.2K 0.02%
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$25.2K 0.02%
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$25.2K 0.02%
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474
$25K 0.02%
106
475
$25K 0.02%
702