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
876
$5.68K ﹤0.01%
89
877
$5.62K ﹤0.01%
66
878
$5.59K ﹤0.01%
195
879
$5.56K ﹤0.01%
+186
880
$5.54K ﹤0.01%
63
881
$5.47K ﹤0.01%
43
882
$5.45K ﹤0.01%
600
883
$5.32K ﹤0.01%
94
884
$5.3K ﹤0.01%
276
885
$5.25K ﹤0.01%
80
886
$5.24K ﹤0.01%
183
887
$5.19K ﹤0.01%
71
888
$5.13K ﹤0.01%
87
889
$5.12K ﹤0.01%
108
890
$5.1K ﹤0.01%
91
891
$5K ﹤0.01%
132
892
$4.96K ﹤0.01%
102
893
$4.9K ﹤0.01%
378
894
$4.9K ﹤0.01%
296
895
$4.88K ﹤0.01%
174
896
$4.85K ﹤0.01%
51
897
$4.77K ﹤0.01%
48
898
$4.74K ﹤0.01%
216
899
$4.69K ﹤0.01%
41
900
$4.56K ﹤0.01%
17
34 35
36
37 38