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
926
$3.58K ﹤0.01%
51
+14
927
$3.58K ﹤0.01%
+65
928
$3.54K ﹤0.01%
60
929
$3.53K ﹤0.01%
33
930
$3.53K ﹤0.01%
+285
931
$3.49K ﹤0.01%
+81
932
$3.47K ﹤0.01%
+739
933
$3.46K ﹤0.01%
280
-459
934
$3.44K ﹤0.01%
44
+5
935
$3.4K ﹤0.01%
116
+7
936
$3.37K ﹤0.01%
292
-80
937
$3.37K ﹤0.01%
93
938
$3.37K ﹤0.01%
180
+6
939
$3.36K ﹤0.01%
296
940
$3.35K ﹤0.01%
306
-736
941
$3.35K ﹤0.01%
28
942
$3.34K ﹤0.01%
92
-127
943
$3.32K ﹤0.01%
21
944
$3.3K ﹤0.01%
409
945
$3.29K ﹤0.01%
112
946
$3.25K ﹤0.01%
149
+74
947
$3.23K ﹤0.01%
44
+3
948
$3.23K ﹤0.01%
60
+5
949
$3.23K ﹤0.01%
129
-34
950
$3.22K ﹤0.01%
44
+20
36 37
38
39 40