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
701
$13K 0.01%
+956
702
$13K 0.01%
226
703
$12.8K 0.01%
1,482
704
$12.7K 0.01%
477
705
$12.7K 0.01%
100
706
$12.6K 0.01%
444
+382
707
$12.6K 0.01%
912
708
$12.6K 0.01%
280
709
$12.5K 0.01%
275
710
$12.5K 0.01%
+848
711
$12.5K 0.01%
227
712
$12.4K 0.01%
291
+13
713
$12.4K 0.01%
394
714
$12.2K 0.01%
140
715
$12.2K 0.01%
303
716
$12.1K 0.01%
+320
717
$12.1K 0.01%
251
718
$12K 0.01%
+54
719
$11.9K 0.01%
415
720
$11.8K 0.01%
76
-2
721
$11.8K 0.01%
+820
722
$11.8K 0.01%
774
723
$11.8K 0.01%
1,345
724
$11.7K 0.01%
418
725
$11.7K 0.01%
45