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
626
$11.2K 0.01%
774
627
$11.1K 0.01%
424
628
$11.1K 0.01%
155
+32
629
$11K 0.01%
275
-33
630
$11K 0.01%
190
-121
631
$10.8K 0.01%
215
+7
632
$10.8K 0.01%
405
-338
633
$10.8K 0.01%
+376
634
$10.8K 0.01%
2,805
+1,385
635
$10.8K 0.01%
76
+13
636
$10.7K 0.01%
190
+8
637
$10.7K 0.01%
+1,045
638
$10.7K 0.01%
500
639
$10.7K 0.01%
402
640
$10.6K 0.01%
69
641
$10.5K 0.01%
287
642
$10.5K 0.01%
+2,930
643
$10.4K 0.01%
1,348
-440
644
$10.4K 0.01%
893
645
$10.3K 0.01%
628
-3,608
646
$10.3K 0.01%
606
647
$10.2K 0.01%
64
+3
648
$10.2K 0.01%
1,068
649
$10.2K 0.01%
+1,410
650
$10.1K 0.01%
426
-47
24 25
26
27 28