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
926
$3.4K ﹤0.01%
89
927
$3.4K ﹤0.01%
27
928
$3.4K ﹤0.01%
23
929
$3.37K ﹤0.01%
51
930
$3.33K ﹤0.01%
96
931
$3.29K ﹤0.01%
41
932
$3.28K ﹤0.01%
71
933
$3.18K ﹤0.01%
67
934
$3.15K ﹤0.01%
47
935
$3.15K ﹤0.01%
30
-44
936
$3.08K ﹤0.01%
18
937
$3K ﹤0.01%
65
938
$2.99K ﹤0.01%
109
939
$2.99K ﹤0.01%
112
940
$2.96K ﹤0.01%
45
+10
941
$2.96K ﹤0.01%
81
942
$2.93K ﹤0.01%
53
943
$2.92K ﹤0.01%
112
944
$2.9K ﹤0.01%
61
945
$2.89K ﹤0.01%
45
-2
946
$2.85K ﹤0.01%
32
-45
947
$2.81K ﹤0.01%
33
948
$2.8K ﹤0.01%
37
949
$2.75K ﹤0.01%
64
950
$2.73K ﹤0.01%
40
36 37
38
39 40