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 +$287K
2 +$174K
3 +$152K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$138K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$76.6K

Top Sells

1 +$868K
2 +$373K
3 +$263K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$163K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$142K

Sector Composition

1 Financials 18.18%
2 Technology 8.65%
3 Healthcare 7.3%
4 Industrials 5.98%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$10.1K 0.01%
234
777
$10K 0.01%
390
778
$10K 0.01%
95
779
$10K 0.01%
228
780
$10K 0.01%
197
781
$9.96K 0.01%
14
782
$9.93K 0.01%
90
783
$9.93K 0.01%
475
784
$9.92K 0.01%
179
785
$9.92K 0.01%
211
786
$9.89K 0.01%
230
787
$9.84K 0.01%
106
788
$9.82K 0.01%
378
789
$9.82K 0.01%
+20
790
$9.8K 0.01%
+685
791
$9.78K 0.01%
67
792
$9.74K 0.01%
+281
793
$9.73K 0.01%
182
794
$9.63K 0.01%
416
795
$9.61K 0.01%
190
796
$9.58K 0.01%
288
797
$9.55K 0.01%
137
798
$9.47K 0.01%
93
-52
799
$9.46K 0.01%
513
800
$9.45K 0.01%
248
-1,583