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
901
$3.89K ﹤0.01%
38
+3
902
$3.88K ﹤0.01%
183
-571
903
$3.88K ﹤0.01%
144
904
$3.88K ﹤0.01%
361
-166
905
$3.86K ﹤0.01%
43
+13
906
$3.85K ﹤0.01%
51
907
$3.85K ﹤0.01%
478
-115
908
$3.84K ﹤0.01%
57
+6
909
$3.82K ﹤0.01%
38
910
$3.81K ﹤0.01%
366
911
$3.8K ﹤0.01%
+287
912
$3.8K ﹤0.01%
179
913
$3.8K ﹤0.01%
+253
914
$3.79K ﹤0.01%
+396
915
$3.77K ﹤0.01%
267
-799
916
$3.74K ﹤0.01%
130
+75
917
$3.73K ﹤0.01%
267
-651
918
$3.7K ﹤0.01%
729
-2,589
919
$3.67K ﹤0.01%
37
+7
920
$3.67K ﹤0.01%
+344
921
$3.67K ﹤0.01%
37
922
$3.65K ﹤0.01%
+307
923
$3.64K ﹤0.01%
240
-194
924
$3.6K ﹤0.01%
38
+3
925
$3.58K ﹤0.01%
1,159
-2,111
35 36
37
38 39