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
451
$21.6K 0.01%
952
452
$21.6K 0.01%
123
+3
453
$21.5K 0.01%
948
454
$21.4K 0.01%
+1,974
455
$21.4K 0.01%
63
+13
456
$21.4K 0.01%
671
457
$21.3K 0.01%
386
458
$21.3K 0.01%
507
-71
459
$21.3K 0.01%
222
+22
460
$21.2K 0.01%
2,243
+95
461
$21.2K 0.01%
808
-386
462
$21.2K 0.01%
475
463
$21.1K 0.01%
456
464
$21.1K 0.01%
409
465
$21.1K 0.01%
472
466
$21K 0.01%
539
467
$20.9K 0.01%
790
+226
468
$20.7K 0.01%
340
+57
469
$20.7K 0.01%
1,189
470
$20.6K 0.01%
2,256
471
$20.5K 0.01%
376
+67
472
$20.5K 0.01%
504
473
$20.5K 0.01%
405
474
$20.4K 0.01%
994
475
$20.3K 0.01%
485
+40
17 18
19
20 21