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
551
$20K 0.01%
1,102
552
$19.9K 0.01%
124
553
$19.9K 0.01%
270
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554
$19.9K 0.01%
1,645
555
$19.8K 0.01%
+454
556
$19.8K 0.01%
456
557
$19.8K 0.01%
297
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558
$19.6K 0.01%
839
559
$19.5K 0.01%
445
560
$19.5K 0.01%
328
561
$19.4K 0.01%
2,199
562
$19.3K 0.01%
244
563
$19.2K 0.01%
306
564
$19.2K 0.01%
180
565
$19.1K 0.01%
288
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$19.1K 0.01%
664
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567
$19K 0.01%
476
568
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+2,221
569
$18.9K 0.01%
1,061
570
$18.8K 0.01%
350
571
$18.8K 0.01%
309
572
$18.6K 0.01%
149
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430
+196
574
$18.6K 0.01%
328
575
$18.5K 0.01%
409