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
801
$9.39K 0.01%
488
802
$9.37K 0.01%
80
803
$9.33K 0.01%
1,085
804
$9.32K 0.01%
140
805
$9.29K 0.01%
147
806
$9.2K 0.01%
369
807
$9.18K 0.01%
55
808
$9.08K 0.01%
+321
809
$9.07K 0.01%
79
810
$9.03K 0.01%
104
-4
811
$9.03K 0.01%
190
812
$8.91K 0.01%
101
813
$8.86K 0.01%
486
814
$8.79K 0.01%
+444
815
$8.78K 0.01%
42
+5
816
$8.75K 0.01%
833
817
$8.74K 0.01%
76
818
$8.67K 0.01%
+50
819
$8.62K 0.01%
86
820
$8.57K 0.01%
419
821
$8.49K 0.01%
+384
822
$8.44K 0.01%
+699
823
$8.37K 0.01%
1,069
824
$8.35K 0.01%
196
825
$8.35K 0.01%
98
31 32
33
34 35