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
+$3.56M
2
+$595K
3
+$566K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$373K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$230K

Top Sells

1
+$320K
2
+$262K
3
+$253K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$229K
5
LEN icon
Lennar Class A
LEN
+$228K

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
776
$6.02K ﹤0.01%
381
777
$6K ﹤0.01%
1,439
+3
778
$5.99K ﹤0.01%
+1,434
779
$5.99K ﹤0.01%
43
+3
780
$5.95K ﹤0.01%
67
-26
781
$5.91K ﹤0.01%
68
+6
782
$5.89K ﹤0.01%
114
-287
783
$5.87K ﹤0.01%
440
784
$5.85K ﹤0.01%
+236
785
$5.85K ﹤0.01%
101
-54
786
$5.78K ﹤0.01%
76
-50
787
$5.77K ﹤0.01%
190
-107
788
$5.77K ﹤0.01%
241
789
$5.71K ﹤0.01%
115
+30
790
$5.65K ﹤0.01%
+142
791
$5.63K ﹤0.01%
281
-1,678
792
$5.61K ﹤0.01%
409
793
$5.6K ﹤0.01%
+3,467
794
$5.6K ﹤0.01%
+110
795
$5.54K ﹤0.01%
184
+32
796
$5.49K ﹤0.01%
436
797
$5.46K ﹤0.01%
+561
798
$5.44K ﹤0.01%
202
+88
799
$5.42K ﹤0.01%
+689
800
$5.34K ﹤0.01%
71
30 31
32
33 34