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
+$4.21M
2
+$803K
3
+$799K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$486K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$293K

Top Sells

1
+$418K
2
+$350K
3
+$311K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$302K
5
XOM icon
Exxon Mobil
XOM
+$301K

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
$18.2K 0.01%
2,730
502
$18.1K 0.01%
308
503
$18.1K 0.01%
221
-50
504
$18.1K 0.01%
738
-1,017
505
$17.9K 0.01%
200
+5
506
$17.8K 0.01%
94
507
$17.7K 0.01%
+552
508
$17.7K 0.01%
813
+324
509
$17.5K 0.01%
840
+30
510
$17.4K 0.01%
1,264
511
$17.4K 0.01%
1,896
+876
512
$17.3K 0.01%
394
+18
513
$17.3K 0.01%
603
514
$17.3K 0.01%
2,325
515
$17.2K 0.01%
+1,621
516
$17.2K 0.01%
1,015
+15
517
$17.1K 0.01%
1,645
518
$17.1K 0.01%
191
519
$17.1K 0.01%
371
520
$17K 0.01%
+487
521
$16.9K 0.01%
1,179
522
$16.5K 0.01%
862
+187
523
$16.5K 0.01%
910
-360
524
$16.4K 0.01%
730
525
$16.4K 0.01%
1,041
+219
19 20
21
22 23