SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
951
$2.63K ﹤0.01%
28
952
$2.63K ﹤0.01%
85
-569
953
$2.56K ﹤0.01%
98
+3
954
$2.55K ﹤0.01%
19
955
$2.51K ﹤0.01%
132
956
$2.4K ﹤0.01%
12
957
$2.32K ﹤0.01%
91
958
$2.31K ﹤0.01%
270
959
$2.28K ﹤0.01%
26
960
$2.17K ﹤0.01%
24
961
$2.12K ﹤0.01%
+48
962
$2.09K ﹤0.01%
19
+1
963
$2.09K ﹤0.01%
55
964
$2.04K ﹤0.01%
140
965
$2.02K ﹤0.01%
71
966
$2K ﹤0.01%
22
967
$2K ﹤0.01%
19
968
$1.94K ﹤0.01%
11
969
$1.93K ﹤0.01%
13
970
$1.92K ﹤0.01%
20
971
$1.81K ﹤0.01%
43
972
$1.79K ﹤0.01%
143
973
$1.79K ﹤0.01%
15
974
$1.77K ﹤0.01%
15
975
$1.76K ﹤0.01%
24
37 38
39
40 41