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 +$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
476
$24.9K 0.02%
992
477
$24.9K 0.02%
328
478
$24.9K 0.02%
2,619
479
$24.9K 0.02%
549
480
$24.7K 0.02%
1,721
481
$24.7K 0.02%
386
482
$24.7K 0.02%
380
483
$24.7K 0.02%
1,880
484
$24.6K 0.02%
110
485
$24.5K 0.02%
615
486
$24.3K 0.02%
502
487
$24.3K 0.02%
1,453
+690
488
$24.3K 0.02%
670
489
$24.1K 0.02%
709
490
$24.1K 0.02%
170
491
$24K 0.02%
1,123
492
$23.9K 0.02%
720
493
$23.9K 0.02%
342
494
$23.9K 0.02%
424
495
$23.9K 0.02%
374
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496
$23.8K 0.02%
154
497
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151
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498
$23.7K 0.02%
+336
499
$23.7K 0.02%
813
500
$23.6K 0.02%
1,397