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
776
$9.93K 0.01%
90
777
$9.93K 0.01%
475
778
$9.92K 0.01%
211
779
$9.92K 0.01%
179
780
$9.89K 0.01%
230
781
$9.84K 0.01%
106
782
$9.82K 0.01%
378
783
$9.82K 0.01%
+20
784
$9.8K 0.01%
+685
785
$9.78K 0.01%
67
786
$9.74K 0.01%
+281
787
$9.73K 0.01%
182
788
$9.63K 0.01%
416
789
$9.61K 0.01%
190
790
$9.58K 0.01%
288
791
$9.55K 0.01%
137
792
$9.47K 0.01%
93
-52
793
$9.46K 0.01%
513
794
$9.45K 0.01%
248
-1,583
795
$9.39K 0.01%
488
796
$9.37K 0.01%
80
797
$9.33K 0.01%
1,085
798
$9.32K 0.01%
140
799
$9.29K 0.01%
147
800
$9.2K 0.01%
369