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
+$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
476
$20.3K 0.01%
485
+40
477
$20.2K 0.01%
637
478
$20K 0.01%
+1,600
479
$19.9K 0.01%
153
-4
480
$19.7K 0.01%
2,833
+1,631
481
$19.6K 0.01%
63
+3
482
$19.6K 0.01%
2,191
+679
483
$19.6K 0.01%
2,023
-211
484
$19.6K 0.01%
9,636
+8,661
485
$19.5K 0.01%
1,657
+517
486
$19.5K 0.01%
454
487
$19.4K 0.01%
180
488
$19.3K 0.01%
436
489
$19.1K 0.01%
521
490
$19K 0.01%
644
-5
491
$19K 0.01%
539
+249
492
$19K 0.01%
3,611
+667
493
$18.9K 0.01%
1,600
494
$18.9K 0.01%
2,616
+1,592
495
$18.8K 0.01%
514
-12
496
$18.8K 0.01%
1,145
+208
497
$18.8K 0.01%
182
+4
498
$18.6K 0.01%
124
499
$18.6K 0.01%
+661
500
$18.5K 0.01%
590
18 19
20
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