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
801
$9.18K 0.01%
55
802
$9.08K 0.01%
+321
803
$9.07K 0.01%
79
804
$9.03K 0.01%
104
-4
805
$9.03K 0.01%
190
806
$8.91K 0.01%
101
807
$8.86K 0.01%
486
808
$8.79K 0.01%
+444
809
$8.78K 0.01%
42
+5
810
$8.75K 0.01%
833
811
$8.74K 0.01%
76
812
$8.67K 0.01%
+50
813
$8.62K 0.01%
86
814
$8.57K 0.01%
419
815
$8.49K 0.01%
+384
816
$8.44K 0.01%
+699
817
$8.37K 0.01%
1,069
818
$8.35K 0.01%
196
819
$8.35K 0.01%
98
820
$8.3K 0.01%
115
821
$8.27K 0.01%
385
822
$8.26K 0.01%
+103
823
$8.15K 0.01%
106
824
$8.06K 0.01%
262
825
$8.04K 0.01%
49
31 32
33
34 35