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
+$3.56M
2
+$595K
3
+$566K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$373K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$230K

Top Sells

1
+$320K
2
+$262K
3
+$253K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$229K
5
LEN icon
Lennar Class A
LEN
+$228K

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
951
$3.22K ﹤0.01%
44
+20
952
$3.22K ﹤0.01%
33
+3
953
$3.22K ﹤0.01%
+25
954
$3.18K ﹤0.01%
212
955
$3.17K ﹤0.01%
100
956
$3.17K ﹤0.01%
+314
957
$3.16K ﹤0.01%
110
958
$3.16K ﹤0.01%
22
+3
959
$3.16K ﹤0.01%
352
960
$3.16K ﹤0.01%
+189
961
$3.15K ﹤0.01%
98
962
$3.15K ﹤0.01%
112
+56
963
$3.13K ﹤0.01%
94
-8
964
$3.13K ﹤0.01%
+2,423
965
$3.12K ﹤0.01%
65
+4
966
$3.1K ﹤0.01%
388
-220
967
$3.1K ﹤0.01%
+56
968
$3.05K ﹤0.01%
104
969
$3.04K ﹤0.01%
159
+11
970
$2.99K ﹤0.01%
94
-2
971
$2.98K ﹤0.01%
16
+4
972
$2.96K ﹤0.01%
+268
973
$2.96K ﹤0.01%
94
+16
974
$2.93K ﹤0.01%
96
+25
975
$2.89K ﹤0.01%
24
+8
37 38
39
40 41