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
76
$329K 0.24%
1,292
77
$328K 0.24%
1,021
78
$327K 0.24%
3,624
79
$319K 0.23%
4,097
80
$295K 0.22%
3,669
81
$292K 0.21%
3,175
82
$285K 0.21%
5,002
+41
83
$281K 0.21%
5,504
+32
84
$279K 0.2%
877
85
$279K 0.2%
5,077
+21
86
$277K 0.2%
15,070
-2,750
87
$273K 0.2%
5,063
-2
88
$272K 0.2%
4,243
+4
89
$269K 0.2%
2,337
90
$267K 0.2%
2,837
-12
91
$267K 0.2%
2,403
92
$266K 0.19%
3,164
93
$261K 0.19%
1,922
94
$261K 0.19%
4,254
95
$257K 0.19%
1,232
+5
96
$256K 0.19%
3,116
97
$256K 0.19%
3,442
98
$256K 0.19%
1,690
+5
99
$255K 0.19%
6,672
-1,600
100
$255K 0.19%
3,894
2 3
4
5 6