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
+$4.21M
2
+$803K
3
+$799K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$486K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$293K

Top Sells

1
+$418K
2
+$350K
3
+$311K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$302K
5
XOM icon
Exxon Mobil
XOM
+$301K

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
726
$7.71K ﹤0.01%
746
-111
727
$7.67K ﹤0.01%
349
728
$7.61K ﹤0.01%
36
+3
729
$7.6K ﹤0.01%
2,525
+288
730
$7.53K ﹤0.01%
234
-108
731
$7.51K ﹤0.01%
392
732
$7.49K ﹤0.01%
186
733
$7.46K ﹤0.01%
129
+5
734
$7.44K ﹤0.01%
222
-9
735
$7.43K ﹤0.01%
105
736
$7.42K ﹤0.01%
56
+3
737
$7.36K ﹤0.01%
136
-23
738
$7.34K ﹤0.01%
47
+10
739
$7.31K ﹤0.01%
66
740
$7.29K ﹤0.01%
802
-476
741
$7.28K ﹤0.01%
382
742
$7.24K ﹤0.01%
488
743
$7.17K ﹤0.01%
486
744
$7.17K ﹤0.01%
+636
745
$7.16K ﹤0.01%
506
-108
746
$7.11K ﹤0.01%
+941
747
$7.1K ﹤0.01%
391
748
$7.08K ﹤0.01%
445
749
$7.07K ﹤0.01%
912
750
$7.02K ﹤0.01%
+594
28 29
30
31 32