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
501
$23.2K 0.02%
1,066
502
$23.1K 0.02%
1,372
503
$23.1K 0.02%
557
504
$23.1K 0.02%
4,529
505
$23K 0.02%
521
506
$22.9K 0.02%
1,243
507
$22.9K 0.02%
257
508
$22.8K 0.02%
423
+135
509
$22.8K 0.02%
721
510
$22.7K 0.02%
388
511
$22.7K 0.02%
241
512
$22.4K 0.02%
595
513
$22.4K 0.02%
492
514
$22.3K 0.02%
255
515
$22.3K 0.02%
171
516
$22.2K 0.02%
59
-2
517
$22.2K 0.02%
374
+149
518
$22.2K 0.02%
601
519
$22.1K 0.02%
922
520
$22.1K 0.02%
927
521
$21.9K 0.02%
1,540
522
$21.9K 0.02%
372
523
$21.8K 0.02%
1,128
524
$21.8K 0.02%
651
525
$21.8K 0.02%
307