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
$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
26
$777K 0.57%
45,612
-324
27
$772K 0.57%
4,484
-2
28
$728K 0.53%
21,176
29
$726K 0.53%
15,731
30
$720K 0.53%
5,344
-63
31
$710K 0.52%
6,721
-42
32
$706K 0.52%
3,564
-165
33
$706K 0.52%
13,342
-1,096
34
$697K 0.51%
6,293
35
$694K 0.51%
7,953
-288
36
$678K 0.5%
11,924
-37
37
$628K 0.46%
10,253
-4,295
38
$612K 0.45%
5,362
-437
39
$609K 0.45%
3,867
40
$608K 0.45%
5,331
+10
41
$597K 0.44%
4,067
42
$590K 0.43%
9,719
-1,327
43
$587K 0.43%
6,389
44
$568K 0.42%
10,780
45
$559K 0.41%
15,374
-670
46
$535K 0.39%
13,696
47
$511K 0.37%
28,785
-2,934
48
$499K 0.37%
9,540
-280
49
$492K 0.36%
16,742
+399
50
$491K 0.36%
6,513
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