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
1001
$1.02K ﹤0.01%
18
1002
$1.01K ﹤0.01%
21
1003
$991 ﹤0.01%
23
1004
$982 ﹤0.01%
39
1005
$953 ﹤0.01%
11
1006
$952 ﹤0.01%
14
-9
1007
$944 ﹤0.01%
23
1008
$944 ﹤0.01%
80
1009
$937 ﹤0.01%
9
1010
$895 ﹤0.01%
7
1011
$867 ﹤0.01%
12
1012
$864 ﹤0.01%
9
1013
$775 ﹤0.01%
17
1014
$768 ﹤0.01%
30
1015
$748 ﹤0.01%
+91
1016
$713 ﹤0.01%
8
1017
$686 ﹤0.01%
35
1018
$674 ﹤0.01%
4
1019
$672 ﹤0.01%
9
1020
$672 ﹤0.01%
14
1021
$666 ﹤0.01%
16
1022
$662 ﹤0.01%
9
1023
$650 ﹤0.01%
22
1024
$648 ﹤0.01%
26
1025
$636 ﹤0.01%
8
39 40
41
42 43