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
+$4.21M
2
+$803K
3
+$799K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$486K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$293K

Top Sells

1
+$418K
2
+$350K
3
+$311K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$302K
5
XOM icon
Exxon Mobil
XOM
+$301K

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
$4.2K ﹤0.01%
449
-1,196
877
$4.19K ﹤0.01%
23
878
$4.18K ﹤0.01%
183
879
$4.16K ﹤0.01%
314
-1,678
880
$4.13K ﹤0.01%
+285
881
$4.13K ﹤0.01%
136
-183
882
$4.11K ﹤0.01%
+162
883
$4.08K ﹤0.01%
373
884
$4.08K ﹤0.01%
27
885
$4.07K ﹤0.01%
398
+111
886
$4.04K ﹤0.01%
62
+5
887
$4.04K ﹤0.01%
211
+140
888
$4.03K ﹤0.01%
138
-47
889
$3.99K ﹤0.01%
+218
890
$3.98K ﹤0.01%
385
891
$3.98K ﹤0.01%
156
-270
892
$3.98K ﹤0.01%
29
-2
893
$3.97K ﹤0.01%
92
-261
894
$3.94K ﹤0.01%
70
+17
895
$3.94K ﹤0.01%
+466
896
$3.93K ﹤0.01%
120
-34
897
$3.92K ﹤0.01%
276
-407
898
$3.92K ﹤0.01%
+607
899
$3.91K ﹤0.01%
236
-686
900
$3.9K ﹤0.01%
137
34 35
36
37 38