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
551
$14.8K 0.01%
11
-8
552
$14.6K 0.01%
1,231
-474
553
$14.5K 0.01%
536
+4
554
$14.5K 0.01%
830
+533
555
$14.4K 0.01%
231
556
$14.4K 0.01%
208
557
$14.3K 0.01%
1,071
558
$14.3K 0.01%
685
559
$14.3K 0.01%
420
+5
560
$14.3K 0.01%
177
561
$14.2K 0.01%
407
+98
562
$14.2K 0.01%
492
563
$14K 0.01%
658
+276
564
$14K 0.01%
448
565
$13.9K 0.01%
418
566
$13.9K 0.01%
582
567
$13.9K 0.01%
348
568
$13.9K 0.01%
201
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569
$13.8K 0.01%
500
570
$13.8K 0.01%
58
+9
571
$13.7K 0.01%
684
572
$13.7K 0.01%
493
573
$13.6K 0.01%
96
+4
574
$13.6K 0.01%
664
+97
575
$13.6K 0.01%
561
+110
21 22
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