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
$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
51
$582K 0.37%
4,845
+293
52
$562K 0.35%
2,254
+140
53
$539K 0.34%
4,768
+211
54
$512K 0.32%
2,890
-93
55
$509K 0.32%
2,512
-19
56
$501K 0.32%
3,550
+10
57
$480K 0.3%
4,135
+19
58
$477K 0.3%
4,166
+3,259
59
$469K 0.29%
4,689
+22
60
$453K 0.28%
20,559
+3,131
61
$451K 0.28%
10,928
62
$442K 0.28%
1,805
+3
63
$441K 0.28%
14,290
-510
64
$440K 0.28%
1,299
65
$436K 0.27%
4,512
+1,021
66
$434K 0.27%
1,798
+11
67
$427K 0.27%
8,533
+18
68
$414K 0.26%
1,301
+9
69
$414K 0.26%
19,960
+245
70
$396K 0.25%
10,068
-17
71
$382K 0.24%
11,123
+81
72
$379K 0.24%
3,087
+9
73
$377K 0.24%
7,886
+17
74
$360K 0.23%
3,725
+22
75
$352K 0.22%
2,441
+15
1 2
3
4 5