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
851
$4.4K ﹤0.01%
182
-290
852
$4.4K ﹤0.01%
198
-21
853
$4.4K ﹤0.01%
594
-1,146
854
$4.4K ﹤0.01%
481
+41
855
$4.39K ﹤0.01%
131
-341
856
$4.37K ﹤0.01%
53
857
$4.36K ﹤0.01%
170
-25
858
$4.35K ﹤0.01%
386
-592
859
$4.35K ﹤0.01%
389
-162
860
$4.35K ﹤0.01%
248
-595
861
$4.34K ﹤0.01%
+244
862
$4.33K ﹤0.01%
316
-970
863
$4.32K ﹤0.01%
61
-36
864
$4.32K ﹤0.01%
+325
865
$4.31K ﹤0.01%
276
866
$4.3K ﹤0.01%
+256
867
$4.29K ﹤0.01%
159
+103
868
$4.27K ﹤0.01%
+179
869
$4.26K ﹤0.01%
87
-60
870
$4.26K ﹤0.01%
129
-373
871
$4.25K ﹤0.01%
204
-673
872
$4.23K ﹤0.01%
+497
873
$4.23K ﹤0.01%
+190
874
$4.22K ﹤0.01%
171
+54
875
$4.21K ﹤0.01%
160
+60
33 34
35
36 37