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
1026
$2.2K ﹤0.01%
145
1027
$2.2K ﹤0.01%
39
+17
1028
$2.19K ﹤0.01%
285
-316
1029
$2.17K ﹤0.01%
21
+3
1030
$2.17K ﹤0.01%
81
-40
1031
$2.12K ﹤0.01%
18
-2,148
1032
$2.1K ﹤0.01%
222
+153
1033
$2.04K ﹤0.01%
126
+56
1034
$2.01K ﹤0.01%
24
1035
$2K ﹤0.01%
75
+22
1036
$1.98K ﹤0.01%
64
1037
$1.95K ﹤0.01%
15
+3
1038
$1.92K ﹤0.01%
13
+3
1039
$1.89K ﹤0.01%
131
1040
$1.89K ﹤0.01%
+365
1041
$1.87K ﹤0.01%
37
1042
$1.86K ﹤0.01%
40
-44
1043
$1.84K ﹤0.01%
202
1044
$1.81K ﹤0.01%
551
+516
1045
$1.79K ﹤0.01%
25
+3
1046
$1.77K ﹤0.01%
17
1047
$1.77K ﹤0.01%
16
1048
$1.74K ﹤0.01%
41
+23
1049
$1.71K ﹤0.01%
337
-522
1050
$1.69K ﹤0.01%
62
40 41
42
43 44