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
926
$3.28K ﹤0.01%
71
927
$3.18K ﹤0.01%
67
928
$3.15K ﹤0.01%
47
929
$3.15K ﹤0.01%
30
-44
930
$3.08K ﹤0.01%
18
931
$3K ﹤0.01%
65
932
$2.99K ﹤0.01%
109
933
$2.99K ﹤0.01%
112
934
$2.96K ﹤0.01%
45
+10
935
$2.96K ﹤0.01%
81
936
$2.93K ﹤0.01%
53
937
$2.92K ﹤0.01%
112
938
$2.9K ﹤0.01%
61
939
$2.89K ﹤0.01%
45
-2
940
$2.85K ﹤0.01%
32
-45
941
$2.81K ﹤0.01%
33
942
$2.8K ﹤0.01%
37
943
$2.75K ﹤0.01%
64
944
$2.73K ﹤0.01%
40
945
$2.63K ﹤0.01%
28
946
$2.63K ﹤0.01%
85
-569
947
$2.56K ﹤0.01%
98
+3
948
$2.55K ﹤0.01%
19
949
$2.51K ﹤0.01%
132
950
$2.4K ﹤0.01%
12
36 37
38
39 40