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
601
$17K 0.01%
1,420
602
$17K 0.01%
+308
603
$17K 0.01%
242
604
$16.9K 0.01%
216
-2
605
$16.9K 0.01%
112
606
$16.8K 0.01%
448
607
$16.8K 0.01%
61
608
$16.8K 0.01%
644
-76
609
$16.8K 0.01%
608
-347
610
$16.7K 0.01%
1,298
611
$16.7K 0.01%
136
612
$16.6K 0.01%
465
613
$16.6K 0.01%
426
614
$16.6K 0.01%
394
615
$16.5K 0.01%
293
616
$16.5K 0.01%
371
617
$16.5K 0.01%
219
618
$16.3K 0.01%
59
619
$16.3K 0.01%
387
620
$16.2K 0.01%
323
621
$16.2K 0.01%
1,140
622
$16.2K 0.01%
106
623
$16.1K 0.01%
231
624
$16K 0.01%
161
625
$16K 0.01%
452
+25
23 24
25
26 27