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
+$4.21M
2
+$803K
3
+$799K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$486K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$293K

Top Sells

1
+$418K
2
+$350K
3
+$311K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$302K
5
XOM icon
Exxon Mobil
XOM
+$301K

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
$11.1K 0.01%
424
627
$11.1K 0.01%
155
+32
628
$11K 0.01%
275
-33
629
$11K 0.01%
190
-121
630
$10.8K 0.01%
215
+7
631
$10.8K 0.01%
405
-338
632
$10.8K 0.01%
+376
633
$10.8K 0.01%
2,805
+1,385
634
$10.8K 0.01%
76
+13
635
$10.7K 0.01%
190
+8
636
$10.7K 0.01%
+1,045
637
$10.7K 0.01%
500
638
$10.7K 0.01%
402
639
$10.6K 0.01%
69
640
$10.5K 0.01%
287
641
$10.5K 0.01%
+2,930
642
$10.4K 0.01%
1,348
-440
643
$10.4K 0.01%
893
644
$10.3K 0.01%
628
-3,608
645
$10.3K 0.01%
606
646
$10.2K 0.01%
64
+3
647
$10.2K 0.01%
1,068
648
$10.2K 0.01%
+1,410
649
$10.1K 0.01%
426
-47
650
$10K 0.01%
+343
24 25
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