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
451
$26.5K 0.02%
572
452
$26.4K 0.02%
348
453
$26.3K 0.02%
613
454
$26.2K 0.02%
+147
455
$26.2K 0.02%
206
+69
456
$26.2K 0.02%
456
457
$26.1K 0.02%
652
458
$26.1K 0.02%
+1,312
459
$26K 0.02%
506
460
$25.8K 0.02%
564
461
$25.7K 0.02%
553
462
$25.6K 0.02%
572
463
$25.4K 0.02%
287
464
$25.3K 0.02%
522
465
$25.3K 0.02%
2,016
466
$25.3K 0.02%
211
+156
467
$25.3K 0.02%
929
468
$25.2K 0.02%
479
469
$25.2K 0.02%
630
470
$25.2K 0.02%
1,654
471
$25K 0.02%
106
472
$25K 0.02%
702
473
$24.9K 0.02%
992
474
$24.9K 0.02%
328
475
$24.9K 0.02%
2,619