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
651
$10K 0.01%
+343
652
$10K 0.01%
+37
653
$9.96K 0.01%
416
654
$9.9K 0.01%
825
655
$9.86K 0.01%
773
+190
656
$9.75K 0.01%
46
657
$9.72K 0.01%
475
-189
658
$9.71K 0.01%
+1,950
659
$9.71K 0.01%
390
660
$9.68K 0.01%
+1,111
661
$9.65K 0.01%
237
662
$9.61K 0.01%
115
+4
663
$9.59K 0.01%
274
+47
664
$9.5K 0.01%
42
665
$9.49K 0.01%
943
+362
666
$9.46K 0.01%
1,397
667
$9.45K 0.01%
378
-1,145
668
$9.42K 0.01%
372
669
$9.42K 0.01%
432
670
$9.41K 0.01%
3,292
+1,867
671
$9.41K 0.01%
115
-28
672
$9.39K 0.01%
211
673
$9.32K 0.01%
222
674
$9.25K 0.01%
101
-10
675
$9.19K 0.01%
121
25 26
27
28 29