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
851
$6.58K ﹤0.01%
58
852
$6.53K ﹤0.01%
134
853
$6.45K ﹤0.01%
307
854
$6.44K ﹤0.01%
257
855
$6.4K ﹤0.01%
190
856
$6.36K ﹤0.01%
78
857
$6.34K ﹤0.01%
280
858
$6.3K ﹤0.01%
440
859
$6.29K ﹤0.01%
157
860
$6.28K ﹤0.01%
93
861
$6.23K ﹤0.01%
160
-52
862
$6.21K ﹤0.01%
135
863
$6.19K ﹤0.01%
246
864
$6.18K ﹤0.01%
917
865
$6.16K ﹤0.01%
201
+20
866
$6.15K ﹤0.01%
45
867
$6.14K ﹤0.01%
190
868
$5.97K ﹤0.01%
356
869
$5.93K ﹤0.01%
35
870
$5.89K ﹤0.01%
56
871
$5.88K ﹤0.01%
133
872
$5.83K ﹤0.01%
187
-308
873
$5.82K ﹤0.01%
109
+22
874
$5.73K ﹤0.01%
449
875
$5.71K ﹤0.01%
352
33 34
35
36 37