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
651
$15.1K 0.01%
133
652
$15.1K 0.01%
451
653
$15K 0.01%
309
654
$15K 0.01%
454
655
$15K 0.01%
237
656
$14.9K 0.01%
293
657
$14.9K 0.01%
265
658
$14.8K 0.01%
+115
659
$14.8K 0.01%
712
660
$14.7K 0.01%
392
661
$14.6K 0.01%
178
662
$14.6K 0.01%
931
+265
663
$14.5K 0.01%
658
664
$14.5K 0.01%
178
665
$14.5K 0.01%
401
666
$14.5K 0.01%
118
667
$14.4K 0.01%
515
668
$14.4K 0.01%
852
669
$14.3K 0.01%
475
670
$14.3K 0.01%
440
671
$14.3K 0.01%
843
+808
672
$14.2K 0.01%
+1,317
673
$14.2K 0.01%
+289
674
$14.1K 0.01%
262
675
$14K 0.01%
+898