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
601
$12.3K 0.01%
271
+53
602
$12.3K 0.01%
+1,701
603
$12.3K 0.01%
272
604
$12.3K 0.01%
653
+285
605
$12.2K 0.01%
962
+322
606
$12.2K 0.01%
439
607
$12.2K 0.01%
904
+104
608
$12.1K 0.01%
256
609
$12K 0.01%
852
610
$12K 0.01%
100
611
$11.9K 0.01%
217
+51
612
$11.8K 0.01%
14
613
$11.8K 0.01%
199
+24
614
$11.7K 0.01%
1,088
-884
615
$11.7K 0.01%
325
616
$11.6K 0.01%
280
617
$11.6K 0.01%
722
618
$11.6K 0.01%
421
619
$11.5K 0.01%
1,372
620
$11.5K 0.01%
400
621
$11.4K 0.01%
226
622
$11.4K 0.01%
108
+2
623
$11.4K 0.01%
336
+8
624
$11.3K 0.01%
3,395
625
$11.3K 0.01%
550
23 24
25
26 27