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
976
$2.87K ﹤0.01%
84
-54
977
$2.83K ﹤0.01%
342
-721
978
$2.82K ﹤0.01%
58
979
$2.82K ﹤0.01%
+50
980
$2.8K ﹤0.01%
64
981
$2.78K ﹤0.01%
+690
982
$2.77K ﹤0.01%
16
+3
983
$2.73K ﹤0.01%
40
+6
984
$2.71K ﹤0.01%
219
-934
985
$2.7K ﹤0.01%
157
-46
986
$2.68K ﹤0.01%
100
+13
987
$2.66K ﹤0.01%
33
+5
988
$2.64K ﹤0.01%
68
-12
989
$2.61K ﹤0.01%
53
+25
990
$2.61K ﹤0.01%
+248
991
$2.6K ﹤0.01%
40
992
$2.6K ﹤0.01%
182
993
$2.59K ﹤0.01%
+99
994
$2.57K ﹤0.01%
25
+11
995
$2.57K ﹤0.01%
415
996
$2.57K ﹤0.01%
34
-3
997
$2.56K ﹤0.01%
27
+3
998
$2.55K ﹤0.01%
399
+21
999
$2.55K ﹤0.01%
31
+20
1000
$2.53K ﹤0.01%
96
38 39
40
41 42