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
751
$6.99K ﹤0.01%
78
+6
752
$6.97K ﹤0.01%
113
+36
753
$6.97K ﹤0.01%
529
-149
754
$6.93K ﹤0.01%
160
755
$6.93K ﹤0.01%
82
756
$6.89K ﹤0.01%
180
757
$6.88K ﹤0.01%
142
758
$6.79K ﹤0.01%
100
759
$6.7K ﹤0.01%
147
-57
760
$6.69K ﹤0.01%
149
-31
761
$6.66K ﹤0.01%
490
762
$6.65K ﹤0.01%
366
763
$6.6K ﹤0.01%
979
764
$6.59K ﹤0.01%
7,532
765
$6.59K ﹤0.01%
182
-14
766
$6.47K ﹤0.01%
44
+18
767
$6.43K ﹤0.01%
288
768
$6.34K ﹤0.01%
87
769
$6.34K ﹤0.01%
130
-836
770
$6.23K ﹤0.01%
117
-549
771
$6.22K ﹤0.01%
184
772
$6.19K ﹤0.01%
93
-266
773
$6.07K ﹤0.01%
367
774
$6.06K ﹤0.01%
78
+26
775
$6.02K ﹤0.01%
381
29 30
31
32 33