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
$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
26
$1.26M 0.79%
6,759
+280
27
$1.11M 0.7%
23,015
-15
28
$1.05M 0.66%
74,832
-8,712
29
$1.05M 0.66%
23,763
+266
30
$988K 0.62%
21,687
+53
31
$943K 0.59%
17,554
+1,189
32
$935K 0.59%
16,080
+260
33
$914K 0.58%
15,200
+60
34
$913K 0.57%
5,473
+144
35
$903K 0.57%
16,682
+125
36
$885K 0.56%
12,215
+124
37
$883K 0.56%
5,480
+33
38
$861K 0.54%
15,311
+3,846
39
$861K 0.54%
11,713
-48
40
$845K 0.53%
16,139
+234
41
$780K 0.49%
5,177
42
$777K 0.49%
37,061
+5,209
43
$770K 0.48%
211,524
-88,029
44
$766K 0.48%
8,902
+41
45
$732K 0.46%
100,189
+10,586
46
$687K 0.43%
3,756
-116
47
$644K 0.41%
11,562
+14
48
$644K 0.41%
20,802
+247
49
$637K 0.4%
49,318
-1,878
50
$627K 0.39%
11,506
1
2
3 4 5