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
826
$8.3K 0.01%
115
827
$8.27K 0.01%
385
828
$8.26K 0.01%
+103
829
$8.15K 0.01%
106
830
$8.06K 0.01%
262
831
$8.04K 0.01%
49
832
$7.97K 0.01%
+275
833
$7.83K 0.01%
+246
834
$7.78K 0.01%
+583
835
$7.76K 0.01%
191
-3
836
$7.73K 0.01%
572
837
$7.64K 0.01%
+550
838
$7.64K 0.01%
389
839
$7.63K 0.01%
+264
840
$7.52K 0.01%
+479
841
$7.31K 0.01%
142
842
$7.13K 0.01%
51
843
$6.98K 0.01%
+1,661
844
$6.92K 0.01%
366
845
$6.87K 0.01%
248
846
$6.77K 0.01%
625
847
$6.71K ﹤0.01%
344
848
$6.69K ﹤0.01%
397
849
$6.66K ﹤0.01%
141
850
$6.63K ﹤0.01%
51
32 33
34
35 36