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
526
$16.4K 0.01%
+1,253
527
$16.3K 0.01%
98
+4
528
$16.3K 0.01%
813
529
$16.2K 0.01%
461
+2
530
$16.2K 0.01%
309
+28
531
$16.1K 0.01%
364
+15
532
$16.1K 0.01%
136
533
$16.1K 0.01%
572
534
$16.1K 0.01%
2,261
+1,758
535
$15.9K 0.01%
413
+41
536
$15.8K 0.01%
545
537
$15.7K 0.01%
630
-61
538
$15.7K 0.01%
300
+162
539
$15.6K 0.01%
32
+8
540
$15.6K 0.01%
259
+8
541
$15.6K 0.01%
666
542
$15.4K 0.01%
106
543
$15.3K 0.01%
1,574
+153
544
$15.2K 0.01%
384
+82
545
$15K 0.01%
91
+3
546
$14.9K 0.01%
1,160
-529
547
$14.9K 0.01%
627
+151
548
$14.9K 0.01%
2,601
549
$14.9K 0.01%
103
+26
550
$14.8K 0.01%
11
-8
20 21
22
23 24