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 +$287K
2 +$174K
3 +$152K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$138K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$76.6K

Top Sells

1 +$868K
2 +$373K
3 +$263K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$163K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$142K

Sector Composition

1 Financials 18.18%
2 Technology 8.65%
3 Healthcare 7.3%
4 Industrials 5.98%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$15.3K 0.01%
299
-318
652
$15.3K 0.01%
237
653
$15.2K 0.01%
533
+424
654
$15.2K 0.01%
149
655
$15.2K 0.01%
366
656
$15.2K 0.01%
424
657
$15.1K 0.01%
133
658
$15.1K 0.01%
451
659
$15K 0.01%
309
660
$15K 0.01%
454
661
$15K 0.01%
237
662
$14.9K 0.01%
293
663
$14.9K 0.01%
265
664
$14.8K 0.01%
+115
665
$14.8K 0.01%
712
666
$14.7K 0.01%
392
667
$14.6K 0.01%
178
668
$14.6K 0.01%
931
+265
669
$14.5K 0.01%
658
670
$14.5K 0.01%
178
671
$14.5K 0.01%
401
672
$14.5K 0.01%
118
673
$14.4K 0.01%
515
674
$14.4K 0.01%
852
675
$14.3K 0.01%
475