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
726
$11.6K 0.01%
5
727
$11.6K 0.01%
+1,234
728
$11.6K 0.01%
832
729
$11.6K 0.01%
+149
730
$11.6K 0.01%
287
731
$11.5K 0.01%
1,035
732
$11.5K 0.01%
145
733
$11.4K 0.01%
297
+271
734
$11.4K 0.01%
325
735
$11.4K 0.01%
194
-155
736
$11.3K 0.01%
415
737
$11.3K 0.01%
75
738
$11.3K 0.01%
222
739
$11.3K 0.01%
552
740
$11.3K 0.01%
79
741
$11.3K 0.01%
139
742
$11.2K 0.01%
373
-455
743
$11.2K 0.01%
+508
744
$11K 0.01%
525
745
$10.9K 0.01%
+574
746
$10.9K 0.01%
1,014
-6
747
$10.9K 0.01%
135
748
$10.9K 0.01%
+63
749
$10.9K 0.01%
349
750
$10.8K 0.01%
239
28 29
30
31 32