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
551
$20.4K 0.02%
173
552
$20.4K 0.01%
272
553
$20.2K 0.01%
344
554
$20.2K 0.01%
329
555
$20.1K 0.01%
784
556
$20K 0.01%
1,102
557
$19.9K 0.01%
124
558
$19.9K 0.01%
270
-36
559
$19.9K 0.01%
1,645
560
$19.8K 0.01%
+454
561
$19.8K 0.01%
456
562
$19.8K 0.01%
297
+120
563
$19.6K 0.01%
839
564
$19.5K 0.01%
445
565
$19.5K 0.01%
328
566
$19.4K 0.01%
2,199
567
$19.3K 0.01%
244
568
$19.2K 0.01%
306
569
$19.2K 0.01%
180
570
$19.1K 0.01%
288
571
$19.1K 0.01%
664
+212
572
$19K 0.01%
476
573
$18.9K 0.01%
+2,221
574
$18.9K 0.01%
1,061
575
$18.8K 0.01%
350