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
$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
1001
$2.53K ﹤0.01%
67
+7
1002
$2.51K ﹤0.01%
+90
1003
$2.51K ﹤0.01%
94
-15
1004
$2.5K ﹤0.01%
337
-1,676
1005
$2.5K ﹤0.01%
52
1006
$2.49K ﹤0.01%
51
+4
1007
$2.47K ﹤0.01%
71
+8
1008
$2.45K ﹤0.01%
+86
1009
$2.44K ﹤0.01%
65
1010
$2.44K ﹤0.01%
20
1011
$2.43K ﹤0.01%
108
1012
$2.41K ﹤0.01%
123
-323
1013
$2.4K ﹤0.01%
102
1014
$2.4K ﹤0.01%
25
+16
1015
$2.39K ﹤0.01%
132
1016
$2.36K ﹤0.01%
31
1017
$2.34K ﹤0.01%
202
+121
1018
$2.27K ﹤0.01%
+12
1019
$2.27K ﹤0.01%
+17
1020
$2.27K ﹤0.01%
81
1021
$2.27K ﹤0.01%
299
1022
$2.25K ﹤0.01%
333
+30
1023
$2.23K ﹤0.01%
325
-2,779
1024
$2.21K ﹤0.01%
27
1025
$2.21K ﹤0.01%
53
39 40
41
42 43