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
526
$16.4K 0.01%
1,041
+219
527
$16.4K 0.01%
+1,253
528
$16.3K 0.01%
98
+4
529
$16.3K 0.01%
813
530
$16.2K 0.01%
461
+2
531
$16.2K 0.01%
309
+28
532
$16.1K 0.01%
364
+15
533
$16.1K 0.01%
136
534
$16.1K 0.01%
572
535
$16.1K 0.01%
2,261
+1,758
536
$15.9K 0.01%
413
+41
537
$15.8K 0.01%
545
538
$15.7K 0.01%
630
-61
539
$15.7K 0.01%
300
+162
540
$15.6K 0.01%
32
+8
541
$15.6K 0.01%
259
+8
542
$15.6K 0.01%
666
543
$15.4K 0.01%
106
544
$15.3K 0.01%
1,574
+153
545
$15.2K 0.01%
384
+82
546
$15K 0.01%
91
+3
547
$14.9K 0.01%
1,160
-529
548
$14.9K 0.01%
627
+151
549
$14.9K 0.01%
2,601
550
$14.9K 0.01%
103
+26
20 21
22
23 24