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
+$4.21M
2
+$803K
3
+$799K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$486K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$293K

Top Sells

1
+$418K
2
+$350K
3
+$311K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$302K
5
XOM icon
Exxon Mobil
XOM
+$301K

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
801
$5.29K ﹤0.01%
63
802
$5.28K ﹤0.01%
203
-250
803
$5.27K ﹤0.01%
177
804
$5.27K ﹤0.01%
111
805
$5.25K ﹤0.01%
+786
806
$5.23K ﹤0.01%
+127
807
$5.14K ﹤0.01%
+204
808
$5.11K ﹤0.01%
415
809
$5.1K ﹤0.01%
384
810
$5.08K ﹤0.01%
276
-1,384
811
$5K ﹤0.01%
564
812
$4.97K ﹤0.01%
+371
813
$4.96K ﹤0.01%
380
814
$4.93K ﹤0.01%
+461
815
$4.9K ﹤0.01%
164
-376
816
$4.88K ﹤0.01%
470
817
$4.83K ﹤0.01%
+979
818
$4.8K ﹤0.01%
1,144
-646
819
$4.8K ﹤0.01%
+834
820
$4.8K ﹤0.01%
57
821
$4.8K ﹤0.01%
+371
822
$4.77K ﹤0.01%
269
-382
823
$4.77K ﹤0.01%
57
+3
824
$4.77K ﹤0.01%
88
825
$4.75K ﹤0.01%
767
31 32
33
34 35