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
576
$13.5K 0.01%
675
577
$13.5K 0.01%
248
+113
578
$13.5K 0.01%
423
579
$13.4K 0.01%
773
+66
580
$13.4K 0.01%
84
581
$13.3K 0.01%
749
+312
582
$13.3K 0.01%
+6,500
583
$13.2K 0.01%
1,398
+337
584
$13.1K 0.01%
905
585
$12.9K 0.01%
149
586
$12.9K 0.01%
560
+349
587
$12.9K 0.01%
78
+42
588
$12.8K 0.01%
5,510
+3,631
589
$12.8K 0.01%
554
590
$12.8K 0.01%
667
591
$12.8K 0.01%
178
-310
592
$12.8K 0.01%
355
+175
593
$12.7K 0.01%
+526
594
$12.7K 0.01%
704
-35
595
$12.6K 0.01%
445
-32
596
$12.5K 0.01%
185
+61
597
$12.4K 0.01%
1,007
+211
598
$12.4K 0.01%
176
+6
599
$12.4K 0.01%
62
+6
600
$12.3K 0.01%
2,436
+1,075
22 23
24
25 26