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
876
$4.21K ﹤0.01%
+1,085
877
$4.2K ﹤0.01%
449
-1,196
878
$4.19K ﹤0.01%
23
879
$4.18K ﹤0.01%
183
880
$4.16K ﹤0.01%
314
-1,678
881
$4.13K ﹤0.01%
+285
882
$4.13K ﹤0.01%
136
-183
883
$4.11K ﹤0.01%
+162
884
$4.08K ﹤0.01%
373
885
$4.08K ﹤0.01%
27
886
$4.07K ﹤0.01%
398
+111
887
$4.04K ﹤0.01%
62
+5
888
$4.04K ﹤0.01%
211
+140
889
$4.03K ﹤0.01%
138
-47
890
$3.99K ﹤0.01%
+218
891
$3.98K ﹤0.01%
385
892
$3.98K ﹤0.01%
156
-270
893
$3.98K ﹤0.01%
29
-2
894
$3.97K ﹤0.01%
92
-261
895
$3.94K ﹤0.01%
70
+17
896
$3.94K ﹤0.01%
+466
897
$3.93K ﹤0.01%
120
-34
898
$3.92K ﹤0.01%
276
-407
899
$3.92K ﹤0.01%
+607
900
$3.91K ﹤0.01%
236
-686
34 35
36
37 38