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
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