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
+$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
726
$11.8K 0.01%
76
-2
727
$11.8K 0.01%
+820
728
$11.8K 0.01%
774
729
$11.8K 0.01%
1,345
730
$11.7K 0.01%
418
731
$11.7K 0.01%
45
732
$11.6K 0.01%
5
733
$11.6K 0.01%
+1,234
734
$11.6K 0.01%
832
735
$11.6K 0.01%
+149
736
$11.6K 0.01%
287
737
$11.5K 0.01%
1,035
738
$11.5K 0.01%
145
739
$11.4K 0.01%
297
+271
740
$11.4K 0.01%
325
741
$11.4K 0.01%
194
-155
742
$11.3K 0.01%
415
743
$11.3K 0.01%
75
744
$11.3K 0.01%
222
745
$11.3K 0.01%
552
746
$11.3K 0.01%
79
747
$11.3K 0.01%
139
748
$11.2K 0.01%
373
-455
749
$11.2K 0.01%
+508
750
$11K 0.01%
525
28 29
30
31 32