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
851
$6.34K ﹤0.01%
280
852
$6.3K ﹤0.01%
440
853
$6.29K ﹤0.01%
157
854
$6.28K ﹤0.01%
93
855
$6.23K ﹤0.01%
160
-52
856
$6.21K ﹤0.01%
135
857
$6.19K ﹤0.01%
246
858
$6.18K ﹤0.01%
917
859
$6.16K ﹤0.01%
201
+20
860
$6.15K ﹤0.01%
45
861
$6.14K ﹤0.01%
190
862
$5.97K ﹤0.01%
356
863
$5.93K ﹤0.01%
35
864
$5.89K ﹤0.01%
56
865
$5.88K ﹤0.01%
133
866
$5.83K ﹤0.01%
187
-308
867
$5.82K ﹤0.01%
109
+22
868
$5.73K ﹤0.01%
449
869
$5.71K ﹤0.01%
352
870
$5.68K ﹤0.01%
89
871
$5.62K ﹤0.01%
66
872
$5.59K ﹤0.01%
195
873
$5.56K ﹤0.01%
+186
874
$5.54K ﹤0.01%
63
875
$5.47K ﹤0.01%
43
33 34
35
36 37