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
1026
$672 ﹤0.01%
14
1027
$666 ﹤0.01%
16
1028
$662 ﹤0.01%
9
1029
$650 ﹤0.01%
22
1030
$648 ﹤0.01%
26
1031
$636 ﹤0.01%
8
1032
$630 ﹤0.01%
10
1033
$628 ﹤0.01%
11
1034
$608 ﹤0.01%
9
1035
$604 ﹤0.01%
16
1036
$578 ﹤0.01%
26
1037
$566 ﹤0.01%
22
1038
$560 ﹤0.01%
11
1039
$559 ﹤0.01%
10
1040
$554 ﹤0.01%
19
1041
$553 ﹤0.01%
13
1042
$551 ﹤0.01%
41
1043
$538 ﹤0.01%
12
-13
1044
$535 ﹤0.01%
10
1045
$525 ﹤0.01%
20
1046
$513 ﹤0.01%
4
1047
$509 ﹤0.01%
+6
1048
$505 ﹤0.01%
9
1049
$505 ﹤0.01%
5
1050
$502 ﹤0.01%
13
40 41
42
43 44