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
1026
$630 ﹤0.01%
10
1027
$628 ﹤0.01%
11
1028
$608 ﹤0.01%
9
1029
$604 ﹤0.01%
16
1030
$578 ﹤0.01%
26
1031
$566 ﹤0.01%
22
1032
$560 ﹤0.01%
11
1033
$559 ﹤0.01%
10
1034
$554 ﹤0.01%
19
1035
$553 ﹤0.01%
13
1036
$551 ﹤0.01%
41
1037
$538 ﹤0.01%
12
-13
1038
$535 ﹤0.01%
10
1039
$525 ﹤0.01%
20
1040
$513 ﹤0.01%
4
1041
$509 ﹤0.01%
+6
1042
$505 ﹤0.01%
9
1043
$505 ﹤0.01%
5
1044
$502 ﹤0.01%
13
1045
$500 ﹤0.01%
7
1046
$497 ﹤0.01%
14
1047
$490 ﹤0.01%
3
1048
$486 ﹤0.01%
7
1049
$479 ﹤0.01%
6
1050
$440 ﹤0.01%
21
40 41
42
43 44