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
876
$5.45K ﹤0.01%
600
877
$5.32K ﹤0.01%
94
878
$5.3K ﹤0.01%
276
879
$5.25K ﹤0.01%
80
880
$5.24K ﹤0.01%
183
881
$5.19K ﹤0.01%
71
882
$5.13K ﹤0.01%
87
883
$5.12K ﹤0.01%
108
884
$5.1K ﹤0.01%
91
885
$5K ﹤0.01%
132
886
$4.96K ﹤0.01%
102
887
$4.9K ﹤0.01%
378
888
$4.9K ﹤0.01%
296
889
$4.88K ﹤0.01%
174
890
$4.85K ﹤0.01%
51
891
$4.77K ﹤0.01%
48
892
$4.74K ﹤0.01%
216
893
$4.69K ﹤0.01%
41
894
$4.56K ﹤0.01%
17
895
$4.45K ﹤0.01%
59
896
$4.44K ﹤0.01%
23
897
$4.43K ﹤0.01%
63
898
$4.42K ﹤0.01%
87
899
$4.26K ﹤0.01%
46
900
$4.25K ﹤0.01%
224
34 35
36
37 38