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
526
$21.7K 0.02%
568
527
$21.5K 0.02%
1,096
528
$21.4K 0.02%
347
529
$21.4K 0.02%
407
+124
530
$21.3K 0.02%
578
531
$21.2K 0.02%
1,679
532
$21.2K 0.02%
415
-37
533
$21.2K 0.02%
1,502
+48
534
$21.2K 0.02%
445
535
$21.2K 0.02%
497
536
$21K 0.02%
1,100
537
$20.9K 0.02%
761
538
$20.9K 0.02%
401
539
$20.9K 0.02%
1,222
540
$20.8K 0.02%
378
541
$20.8K 0.02%
470
-266
542
$20.8K 0.02%
94
543
$20.8K 0.02%
759
-1
544
$20.7K 0.02%
120
-87
545
$20.7K 0.02%
1,004
546
$20.4K 0.02%
173
547
$20.4K 0.01%
272
548
$20.2K 0.01%
344
549
$20.2K 0.01%
329
550
$20.1K 0.01%
784
20 21
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