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
676
$9.18K 0.01%
34
+10
677
$9.12K 0.01%
141
+12
678
$9.09K 0.01%
1,615
679
$9.06K 0.01%
847
+477
680
$9.04K 0.01%
442
681
$9.01K 0.01%
2,488
+1,698
682
$8.97K 0.01%
275
-69
683
$8.93K 0.01%
167
-2,041
684
$8.91K 0.01%
1,959
685
$8.89K 0.01%
62
+3
686
$8.89K 0.01%
496
687
$8.87K 0.01%
252
-707
688
$8.84K 0.01%
1,466
+718
689
$8.83K 0.01%
234
-449
690
$8.8K 0.01%
515
691
$8.77K 0.01%
100
692
$8.73K 0.01%
73
-3
693
$8.7K 0.01%
217
+8
694
$8.63K 0.01%
+476
695
$8.62K 0.01%
242
696
$8.6K 0.01%
+136
697
$8.56K 0.01%
308
-45
698
$8.54K 0.01%
79
+11
699
$8.52K 0.01%
67
700
$8.5K 0.01%
832
-499
26 27
28
29 30