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
+$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
451
$21.8K 0.01%
792
452
$21.6K 0.01%
952
453
$21.6K 0.01%
123
+3
454
$21.5K 0.01%
948
455
$21.4K 0.01%
+1,974
456
$21.4K 0.01%
63
+13
457
$21.4K 0.01%
671
458
$21.3K 0.01%
386
459
$21.3K 0.01%
507
-71
460
$21.3K 0.01%
222
+22
461
$21.2K 0.01%
2,243
+95
462
$21.2K 0.01%
808
-386
463
$21.2K 0.01%
475
464
$21.1K 0.01%
456
465
$21.1K 0.01%
409
466
$21.1K 0.01%
472
467
$21K 0.01%
539
468
$20.9K 0.01%
790
+226
469
$20.7K 0.01%
340
+57
470
$20.7K 0.01%
1,189
471
$20.6K 0.01%
2,256
472
$20.5K 0.01%
376
+67
473
$20.5K 0.01%
504
474
$20.5K 0.01%
405
475
$20.4K 0.01%
994
17 18
19
20 21