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
676
$14K 0.01%
381
677
$14K 0.01%
802
678
$13.9K 0.01%
+260
679
$13.8K 0.01%
+493
680
$13.8K 0.01%
208
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$13.8K 0.01%
662
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$13.8K 0.01%
270
683
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684
$13.7K 0.01%
125
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685
$13.7K 0.01%
902
686
$13.7K 0.01%
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687
$13.6K 0.01%
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688
$13.6K 0.01%
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$13.6K 0.01%
630
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$13.5K 0.01%
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692
$13.4K 0.01%
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699
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$13K 0.01%
+330