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
501
$18.5K 0.01%
623
502
$18.2K 0.01%
2,730
503
$18.1K 0.01%
308
504
$18.1K 0.01%
221
-50
505
$18.1K 0.01%
738
-1,017
506
$17.9K 0.01%
200
+5
507
$17.8K 0.01%
94
508
$17.7K 0.01%
+552
509
$17.7K 0.01%
813
+324
510
$17.5K 0.01%
840
+30
511
$17.4K 0.01%
1,264
512
$17.4K 0.01%
1,896
+876
513
$17.3K 0.01%
394
+18
514
$17.3K 0.01%
603
515
$17.3K 0.01%
2,325
516
$17.2K 0.01%
+1,621
517
$17.2K 0.01%
1,015
+15
518
$17.1K 0.01%
1,645
519
$17.1K 0.01%
191
520
$17.1K 0.01%
371
521
$17K 0.01%
+487
522
$16.9K 0.01%
1,179
523
$16.5K 0.01%
862
+187
524
$16.5K 0.01%
910
-360
525
$16.4K 0.01%
730
19 20
21
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