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
1051
$1.66K ﹤0.01%
108
-455
1052
$1.66K ﹤0.01%
26
1053
$1.65K ﹤0.01%
30
-229
1054
$1.64K ﹤0.01%
26
+5
1055
$1.63K ﹤0.01%
67
+25
1056
$1.59K ﹤0.01%
100
1057
$1.55K ﹤0.01%
21
1058
$1.54K ﹤0.01%
32
+16
1059
$1.52K ﹤0.01%
+97
1060
$1.5K ﹤0.01%
121
1061
$1.49K ﹤0.01%
26
+3
1062
$1.45K ﹤0.01%
61
+20
1063
$1.44K ﹤0.01%
50
-100
1064
$1.43K ﹤0.01%
108
-20
1065
$1.43K ﹤0.01%
25
+5
1066
$1.43K ﹤0.01%
74
1067
$1.42K ﹤0.01%
282
+200
1068
$1.41K ﹤0.01%
100
1069
$1.37K ﹤0.01%
293
1070
$1.36K ﹤0.01%
89
1071
$1.36K ﹤0.01%
74
-16
1072
$1.34K ﹤0.01%
41
1073
$1.33K ﹤0.01%
80
-80
1074
$1.33K ﹤0.01%
47
-9
1075
$1.32K ﹤0.01%
30
+17
41 42
43
44 45