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
901
$4.25K ﹤0.01%
100
902
$4.18K ﹤0.01%
89
903
$4.11K ﹤0.01%
52
904
$4.1K ﹤0.01%
82
905
$4.09K ﹤0.01%
58
906
$4.07K ﹤0.01%
108
907
$4.06K ﹤0.01%
74
908
$3.98K ﹤0.01%
299
909
$3.92K ﹤0.01%
21
910
$3.8K ﹤0.01%
62
+17
911
$3.69K ﹤0.01%
88
912
$3.67K ﹤0.01%
203
-1,454
913
$3.65K ﹤0.01%
34
914
$3.64K ﹤0.01%
54
915
$3.61K ﹤0.01%
225
916
$3.57K ﹤0.01%
20
917
$3.46K ﹤0.01%
68
918
$3.45K ﹤0.01%
42
+13
919
$3.44K ﹤0.01%
75
920
$3.4K ﹤0.01%
89
921
$3.4K ﹤0.01%
27
922
$3.4K ﹤0.01%
23
923
$3.37K ﹤0.01%
51
924
$3.33K ﹤0.01%
96
925
$3.29K ﹤0.01%
41
35 36
37
38 39