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
701
$8.46K 0.01%
1,751
+23
702
$8.43K 0.01%
719
703
$8.37K 0.01%
336
704
$8.35K 0.01%
347
705
$8.29K 0.01%
680
+441
706
$8.23K 0.01%
231
707
$8.23K 0.01%
591
+180
708
$8.15K 0.01%
755
709
$8.14K 0.01%
141
-48
710
$8.12K 0.01%
1,102
711
$8.09K 0.01%
338
-40
712
$8.05K 0.01%
79
713
$8.04K 0.01%
288
-526
714
$8K 0.01%
2,174
-1,670
715
$7.96K 0.01%
+578
716
$7.95K 0.01%
687
-861
717
$7.93K 0.01%
658
-67
718
$7.92K 0.01%
44
+3
719
$7.91K 0.01%
1,227
+208
720
$7.88K 0.01%
345
-156
721
$7.87K ﹤0.01%
179
722
$7.85K ﹤0.01%
328
723
$7.82K ﹤0.01%
572
724
$7.78K ﹤0.01%
640
725
$7.75K ﹤0.01%
202
27 28
29
30 31