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
826
$7.97K 0.01%
+275
827
$7.83K 0.01%
+246
828
$7.78K 0.01%
+583
829
$7.76K 0.01%
191
-3
830
$7.73K 0.01%
572
831
$7.64K 0.01%
+550
832
$7.64K 0.01%
389
833
$7.63K 0.01%
+264
834
$7.52K 0.01%
+479
835
$7.31K 0.01%
142
836
$7.13K 0.01%
51
837
$6.98K 0.01%
+1,661
838
$6.92K 0.01%
366
839
$6.87K 0.01%
248
840
$6.77K 0.01%
625
841
$6.71K ﹤0.01%
344
842
$6.69K ﹤0.01%
397
843
$6.66K ﹤0.01%
141
844
$6.63K ﹤0.01%
51
845
$6.58K ﹤0.01%
58
846
$6.53K ﹤0.01%
134
847
$6.45K ﹤0.01%
307
848
$6.44K ﹤0.01%
257
849
$6.4K ﹤0.01%
190
850
$6.36K ﹤0.01%
78
32 33
34
35 36