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
1051
$500 ﹤0.01%
7
1052
$497 ﹤0.01%
14
1053
$490 ﹤0.01%
3
1054
$486 ﹤0.01%
7
1055
$479 ﹤0.01%
6
1056
$440 ﹤0.01%
21
1057
$427 ﹤0.01%
8
1058
$408 ﹤0.01%
29
1059
$404 ﹤0.01%
25
1060
$382 ﹤0.01%
9
1061
$366 ﹤0.01%
3
1062
$327 ﹤0.01%
33
1063
$304 ﹤0.01%
16
1064
$300 ﹤0.01%
12
1065
$287 ﹤0.01%
13
1066
$279 ﹤0.01%
4
1067
$274 ﹤0.01%
5
1068
$270 ﹤0.01%
5
1069
$266 ﹤0.01%
6
1070
$264 ﹤0.01%
18
1071
$260 ﹤0.01%
9
1072
$189 ﹤0.01%
20
1073
$188 ﹤0.01%
10
1074
$128 ﹤0.01%
336
1075
$86 ﹤0.01%
3
41 42
43
44 45