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
676
$14.3K 0.01%
440
677
$14.3K 0.01%
843
+808
678
$14.2K 0.01%
+1,317
679
$14.2K 0.01%
+289
680
$14.1K 0.01%
262
681
$14K 0.01%
+898
682
$14K 0.01%
381
683
$14K 0.01%
802
684
$13.9K 0.01%
+260
685
$13.8K 0.01%
+493
686
$13.8K 0.01%
208
687
$13.8K 0.01%
662
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688
$13.8K 0.01%
270
689
$13.8K 0.01%
944
-1,132
690
$13.7K 0.01%
125
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691
$13.7K 0.01%
902
692
$13.7K 0.01%
722
693
$13.6K 0.01%
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694
$13.6K 0.01%
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695
$13.6K 0.01%
630
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$13.5K 0.01%
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697
$13.5K 0.01%
3,173
698
$13.4K 0.01%
+440
699
$13.4K 0.01%
344
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700
$13.3K 0.01%
153
+137