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
976
$1.71K ﹤0.01%
17
977
$1.69K ﹤0.01%
33
978
$1.67K ﹤0.01%
40
979
$1.65K ﹤0.01%
43
980
$1.64K ﹤0.01%
67
-136
981
$1.62K ﹤0.01%
34
982
$1.57K ﹤0.01%
15
983
$1.53K ﹤0.01%
34
984
$1.52K ﹤0.01%
80
985
$1.49K ﹤0.01%
22
986
$1.45K ﹤0.01%
128
987
$1.45K ﹤0.01%
30
988
$1.44K ﹤0.01%
26
989
$1.37K ﹤0.01%
20
990
$1.33K ﹤0.01%
27
991
$1.31K ﹤0.01%
24
-443
992
$1.29K ﹤0.01%
88
-18
993
$1.28K ﹤0.01%
44
994
$1.26K ﹤0.01%
66
995
$1.23K ﹤0.01%
39
996
$1.23K ﹤0.01%
61
997
$1.2K ﹤0.01%
7
998
$1.19K ﹤0.01%
39
999
$1.18K ﹤0.01%
6
1000
$1.17K ﹤0.01%
10
38 39
40
41 42