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
501
$23.6K 0.02%
710
502
$23.5K 0.02%
1,381
503
$23.2K 0.02%
155
+117
504
$23.2K 0.02%
1,066
505
$23.1K 0.02%
1,372
506
$23.1K 0.02%
557
507
$23.1K 0.02%
4,529
508
$23K 0.02%
521
509
$22.9K 0.02%
1,243
510
$22.9K 0.02%
257
511
$22.8K 0.02%
423
+135
512
$22.8K 0.02%
721
513
$22.7K 0.02%
388
514
$22.7K 0.02%
241
515
$22.4K 0.02%
595
516
$22.4K 0.02%
492
517
$22.3K 0.02%
255
518
$22.3K 0.02%
171
519
$22.2K 0.02%
59
-2
520
$22.2K 0.02%
374
+149
521
$22.2K 0.02%
601
522
$22.1K 0.02%
922
523
$22.1K 0.02%
927
524
$21.9K 0.02%
1,540
525
$21.9K 0.02%
372