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
626
$16K 0.01%
1,157
+55
627
$16K 0.01%
191
628
$16K 0.01%
247
+198
629
$15.8K 0.01%
283
+266
630
$15.7K 0.01%
172
631
$15.7K 0.01%
256
632
$15.7K 0.01%
+457
633
$15.6K 0.01%
888
634
$15.6K 0.01%
165
-70
635
$15.6K 0.01%
792
636
$15.6K 0.01%
194
637
$15.5K 0.01%
790
638
$15.5K 0.01%
501
639
$15.4K 0.01%
586
640
$15.4K 0.01%
173
641
$15.4K 0.01%
449
-177
642
$15.4K 0.01%
978
643
$15.3K 0.01%
50
644
$15.3K 0.01%
161
645
$15.3K 0.01%
299
-318
646
$15.3K 0.01%
237
647
$15.2K 0.01%
533
+424
648
$15.2K 0.01%
149
649
$15.2K 0.01%
366
650
$15.2K 0.01%
424
24 25
26
27 28