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
1001
$1.13K ﹤0.01%
179
+1
1002
$1.12K ﹤0.01%
12
1003
$1.1K ﹤0.01%
11
1004
$1.08K ﹤0.01%
9
1005
$1.08K ﹤0.01%
34
1006
$1.03K ﹤0.01%
21
1007
$1.02K ﹤0.01%
18
1008
$1.01K ﹤0.01%
21
1009
$991 ﹤0.01%
23
1010
$982 ﹤0.01%
39
1011
$953 ﹤0.01%
11
1012
$952 ﹤0.01%
14
-9
1013
$944 ﹤0.01%
23
1014
$944 ﹤0.01%
80
1015
$937 ﹤0.01%
9
1016
$895 ﹤0.01%
7
1017
$867 ﹤0.01%
12
1018
$864 ﹤0.01%
9
1019
$775 ﹤0.01%
17
1020
$768 ﹤0.01%
30
1021
$748 ﹤0.01%
+91
1022
$713 ﹤0.01%
8
1023
$686 ﹤0.01%
35
1024
$674 ﹤0.01%
4
1025
$672 ﹤0.01%
9
39 40
41
42 43