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
+$3.56M
2
+$595K
3
+$566K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$373K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$230K

Top Sells

1
+$320K
2
+$262K
3
+$253K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$229K
5
LEN icon
Lennar Class A
LEN
+$228K

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
826
$4.75K ﹤0.01%
767
827
$4.75K ﹤0.01%
+455
828
$4.72K ﹤0.01%
+210
829
$4.72K ﹤0.01%
1,462
+560
830
$4.71K ﹤0.01%
333
831
$4.71K ﹤0.01%
329
-675
832
$4.7K ﹤0.01%
51
833
$4.69K ﹤0.01%
271
834
$4.69K ﹤0.01%
+446
835
$4.68K ﹤0.01%
2,009
-674
836
$4.64K ﹤0.01%
200
837
$4.59K ﹤0.01%
308
-1,460
838
$4.53K ﹤0.01%
140
-285
839
$4.52K ﹤0.01%
58
+4
840
$4.51K ﹤0.01%
138
841
$4.47K ﹤0.01%
355
-34
842
$4.47K ﹤0.01%
234
-1,088
843
$4.45K ﹤0.01%
64
-348
844
$4.44K ﹤0.01%
405
-116
845
$4.44K ﹤0.01%
+165
846
$4.42K ﹤0.01%
165
-717
847
$4.42K ﹤0.01%
48
+3
848
$4.42K ﹤0.01%
346
-415
849
$4.41K ﹤0.01%
378
-183
850
$4.41K ﹤0.01%
+214
32 33
34
35 36