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
951
$2.32K ﹤0.01%
91
952
$2.31K ﹤0.01%
270
953
$2.28K ﹤0.01%
26
954
$2.17K ﹤0.01%
24
955
$2.12K ﹤0.01%
+48
956
$2.09K ﹤0.01%
19
+1
957
$2.09K ﹤0.01%
55
958
$2.04K ﹤0.01%
140
959
$2.02K ﹤0.01%
71
960
$2K ﹤0.01%
22
961
$2K ﹤0.01%
19
962
$1.94K ﹤0.01%
11
963
$1.93K ﹤0.01%
13
964
$1.92K ﹤0.01%
20
965
$1.81K ﹤0.01%
43
966
$1.79K ﹤0.01%
143
967
$1.79K ﹤0.01%
15
968
$1.77K ﹤0.01%
15
969
$1.76K ﹤0.01%
24
970
$1.71K ﹤0.01%
17
971
$1.69K ﹤0.01%
33
972
$1.67K ﹤0.01%
40
973
$1.65K ﹤0.01%
43
974
$1.64K ﹤0.01%
67
-136
975
$1.62K ﹤0.01%
34
37 38
39
40 41