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
976
$1.57K ﹤0.01%
15
977
$1.53K ﹤0.01%
34
978
$1.52K ﹤0.01%
80
979
$1.49K ﹤0.01%
22
980
$1.45K ﹤0.01%
128
981
$1.45K ﹤0.01%
30
982
$1.44K ﹤0.01%
26
983
$1.37K ﹤0.01%
20
984
$1.33K ﹤0.01%
27
985
$1.31K ﹤0.01%
24
-443
986
$1.29K ﹤0.01%
88
-18
987
$1.28K ﹤0.01%
66
988
$1.26K ﹤0.01%
66
989
$1.23K ﹤0.01%
39
990
$1.23K ﹤0.01%
61
991
$1.2K ﹤0.01%
7
992
$1.19K ﹤0.01%
39
993
$1.18K ﹤0.01%
6
994
$1.17K ﹤0.01%
10
995
$1.13K ﹤0.01%
179
+1
996
$1.12K ﹤0.01%
12
997
$1.1K ﹤0.01%
11
998
$1.08K ﹤0.01%
9
999
$1.08K ﹤0.01%
34
1000
$1.03K ﹤0.01%
21
38 39
40
41 42