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
601
$17.1K 0.01%
353
602
$17.1K 0.01%
2,267
603
$17.1K 0.01%
206
604
$17.1K 0.01%
+96
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$17K 0.01%
202
606
$17K 0.01%
561
607
$17K 0.01%
1,420
608
$17K 0.01%
+308
609
$17K 0.01%
242
610
$16.9K 0.01%
216
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611
$16.9K 0.01%
112
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$16.8K 0.01%
448
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$16.8K 0.01%
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$16.8K 0.01%
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$16.8K 0.01%
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616
$16.7K 0.01%
1,298
617
$16.7K 0.01%
136
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$16.6K 0.01%
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$16.6K 0.01%
426
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$16.6K 0.01%
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$16.5K 0.01%
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$16.5K 0.01%
371
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$16.5K 0.01%
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$16.3K 0.01%
59
625
$16.3K 0.01%
387