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
751
$10.8K 0.01%
111
752
$10.8K 0.01%
358
753
$10.8K 0.01%
377
754
$10.7K 0.01%
+722
755
$10.6K 0.01%
297
756
$10.6K 0.01%
+387
757
$10.5K 0.01%
+402
758
$10.4K 0.01%
+512
759
$10.4K 0.01%
315
+247
760
$10.3K 0.01%
413
761
$10.3K 0.01%
231
762
$10.3K 0.01%
870
763
$10.2K 0.01%
129
-62
764
$10.2K 0.01%
1,068
765
$10.2K 0.01%
76
766
$10.2K 0.01%
466
-898
767
$10.2K 0.01%
36
-17
768
$10.1K 0.01%
265
-882
769
$10.1K 0.01%
378
770
$10.1K 0.01%
234
771
$10K 0.01%
390
772
$10K 0.01%
95
773
$10K 0.01%
228
774
$10K 0.01%
197
775
$9.96K 0.01%
14
29 30
31
32 33