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
551
$14.6K 0.01%
1,231
-474
552
$14.5K 0.01%
536
+4
553
$14.5K 0.01%
830
+533
554
$14.4K 0.01%
231
555
$14.4K 0.01%
208
556
$14.3K 0.01%
1,071
557
$14.3K 0.01%
685
558
$14.3K 0.01%
420
+5
559
$14.3K 0.01%
177
560
$14.2K 0.01%
407
+98
561
$14.2K 0.01%
492
562
$14K 0.01%
658
+276
563
$14K 0.01%
448
564
$13.9K 0.01%
418
565
$13.9K 0.01%
582
566
$13.9K 0.01%
348
567
$13.9K 0.01%
201
+34
568
$13.8K 0.01%
500
569
$13.8K 0.01%
58
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570
$13.7K 0.01%
684
571
$13.7K 0.01%
493
572
$13.6K 0.01%
96
+4
573
$13.6K 0.01%
664
+97
574
$13.6K 0.01%
561
+110
575
$13.5K 0.01%
675