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 +$279K
2 +$169K
3 +$150K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$135K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$74.7K

Top Sells

1 +$837K
2 +$350K
3 +$244K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$159K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$143K

Sector Composition

1 Financials 18.18%
2 Technology 8.64%
3 Healthcare 7.3%
4 Industrials 5.93%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$24.9K 0.02%
549
477
$24.7K 0.02%
1,721
478
$24.7K 0.02%
386
479
$24.7K 0.02%
380
480
$24.7K 0.02%
1,880
481
$24.6K 0.02%
110
482
$24.5K 0.02%
615
483
$24.3K 0.02%
502
484
$24.3K 0.02%
1,453
+690
485
$24.3K 0.02%
670
486
$24.1K 0.02%
709
487
$24.1K 0.02%
170
488
$24K 0.02%
1,123
489
$23.9K 0.02%
720
490
$23.9K 0.02%
342
491
$23.9K 0.02%
424
492
$23.9K 0.02%
374
-7
493
$23.8K 0.02%
154
494
$23.8K 0.02%
151
-16
495
$23.7K 0.02%
+336
496
$23.7K 0.02%
813
497
$23.6K 0.02%
1,397
498
$23.6K 0.02%
710
499
$23.5K 0.02%
1,381
500
$23.2K 0.02%
155
+117