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
901
$4.45K ﹤0.01%
59
902
$4.44K ﹤0.01%
23
903
$4.43K ﹤0.01%
63
904
$4.42K ﹤0.01%
87
905
$4.26K ﹤0.01%
46
906
$4.25K ﹤0.01%
224
907
$4.25K ﹤0.01%
100
908
$4.18K ﹤0.01%
89
909
$4.11K ﹤0.01%
52
910
$4.1K ﹤0.01%
82
911
$4.09K ﹤0.01%
58
912
$4.07K ﹤0.01%
108
913
$4.06K ﹤0.01%
74
914
$3.98K ﹤0.01%
299
915
$3.92K ﹤0.01%
21
916
$3.8K ﹤0.01%
62
+17
917
$3.69K ﹤0.01%
88
918
$3.67K ﹤0.01%
203
-1,454
919
$3.65K ﹤0.01%
34
920
$3.64K ﹤0.01%
54
921
$3.61K ﹤0.01%
225
922
$3.57K ﹤0.01%
20
923
$3.46K ﹤0.01%
68
924
$3.45K ﹤0.01%
42
+13
925
$3.44K ﹤0.01%
75
35 36
37
38 39