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
526
$21.8K 0.02%
1,128
527
$21.8K 0.02%
651
528
$21.8K 0.02%
307
529
$21.7K 0.02%
568
530
$21.5K 0.02%
1,096
531
$21.4K 0.02%
289
532
$21.4K 0.02%
347
533
$21.4K 0.02%
407
+124
534
$21.3K 0.02%
578
535
$21.2K 0.02%
1,679
536
$21.2K 0.02%
415
-37
537
$21.2K 0.02%
1,502
+48
538
$21.2K 0.02%
445
539
$21.2K 0.02%
497
540
$21.1K 0.02%
992
541
$21K 0.02%
1,100
542
$20.9K 0.02%
761
543
$20.9K 0.02%
401
544
$20.9K 0.02%
1,222
545
$20.8K 0.02%
378
546
$20.8K 0.02%
470
-266
547
$20.8K 0.02%
94
548
$20.8K 0.02%
759
-1
549
$20.7K 0.02%
120
-87
550
$20.7K 0.02%
1,004
20 21
22
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