SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
51
$483K 0.35%
4,024
52
$482K 0.35%
4,985
53
$482K 0.35%
4,614
-10
54
$478K 0.35%
3,567
55
$460K 0.34%
5,504
-92
56
$445K 0.33%
2,019
-128
57
$440K 0.32%
2,533
58
$438K 0.32%
3,047
59
$433K 0.32%
8,068
-2
60
$422K 0.31%
10,536
61
$417K 0.31%
10,928
62
$408K 0.3%
10,659
63
$368K 0.27%
7,787
64
$366K 0.27%
3,685
65
$363K 0.27%
3,380
66
$358K 0.26%
3,857
67
$353K 0.26%
2,257
68
$349K 0.26%
4,805
69
$346K 0.25%
1,174
-29
70
$343K 0.25%
8,023
71
$339K 0.25%
2,001
72
$336K 0.25%
1,249
+647
73
$335K 0.25%
1,974
74
$333K 0.24%
8,666
-131
75
$331K 0.24%
5,768
1 2
3
4 5