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
1051
$427 ﹤0.01%
8
1052
$408 ﹤0.01%
29
1053
$404 ﹤0.01%
25
1054
$382 ﹤0.01%
9
1055
$366 ﹤0.01%
3
1056
$327 ﹤0.01%
33
1057
$304 ﹤0.01%
16
1058
$300 ﹤0.01%
12
1059
$287 ﹤0.01%
13
1060
$279 ﹤0.01%
4
1061
$274 ﹤0.01%
5
1062
$270 ﹤0.01%
5
1063
$266 ﹤0.01%
6
1064
$264 ﹤0.01%
18
1065
$260 ﹤0.01%
9
1066
$189 ﹤0.01%
20
1067
$188 ﹤0.01%
10
1068
$128 ﹤0.01%
336
1069
$86 ﹤0.01%
3
1070
$58 ﹤0.01%
6
1071
$42 ﹤0.01%
1
1072
$18 ﹤0.01%
2
1073
– –
-144
1074
– –
-83
1075
– –
-923
41 42
43
44 45