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
576
$18.5K 0.01%
616
577
$18.5K 0.01%
678
578
$18.4K 0.01%
986
579
$18.3K 0.01%
412
580
$18.2K 0.01%
743
581
$18K 0.01%
1,683
+1,652
582
$17.9K 0.01%
88
583
$17.9K 0.01%
332
584
$17.8K 0.01%
514
585
$17.8K 0.01%
905
586
$17.8K 0.01%
473
+116
587
$17.7K 0.01%
494
588
$17.5K 0.01%
1,436
589
$17.5K 0.01%
572
590
$17.4K 0.01%
395
591
$17.3K 0.01%
8,270
+3,250
592
$17.3K 0.01%
380
593
$17.2K 0.01%
437
594
$17.1K 0.01%
308
595
$17.1K 0.01%
353
596
$17.1K 0.01%
2,267
597
$17.1K 0.01%
206
598
$17.1K 0.01%
+96
599
$17K 0.01%
202
600
$17K 0.01%
561