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
1076
$1.32K ﹤0.01%
22
+8
1077
$1.25K ﹤0.01%
23
+3
1078
$1.23K ﹤0.01%
38
+21
1079
$1.17K ﹤0.01%
2
1080
$1.16K ﹤0.01%
46
1081
$1.15K ﹤0.01%
44
+21
1082
$1.15K ﹤0.01%
140
1083
$1.1K ﹤0.01%
+100
1084
$1.06K ﹤0.01%
30
1085
$1.06K ﹤0.01%
+14
1086
$1.04K ﹤0.01%
6
-4
1087
$1.03K ﹤0.01%
+47
1088
$1.02K ﹤0.01%
+6
1089
$1.02K ﹤0.01%
8
1090
$1.01K ﹤0.01%
+16
1091
$1K ﹤0.01%
120
+67
1092
$991 ﹤0.01%
19
1093
$985 ﹤0.01%
59
1094
$982 ﹤0.01%
26
1095
$980 ﹤0.01%
+12
1096
$979 ﹤0.01%
36
-12
1097
$966 ﹤0.01%
+20
1098
$952 ﹤0.01%
66
-25
1099
$952 ﹤0.01%
26
+7
1100
$950 ﹤0.01%
30
42 43
44
45 46