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
1101
$926 ﹤0.01%
33
1102
$920 ﹤0.01%
128
1103
$914 ﹤0.01%
29
1104
$901 ﹤0.01%
33
+8
1105
$900 ﹤0.01%
+15
1106
$896 ﹤0.01%
9
-7
1107
$881 ﹤0.01%
43
1108
$876 ﹤0.01%
+38
1109
$852 ﹤0.01%
34
1110
$840 ﹤0.01%
18
1111
$836 ﹤0.01%
21
1112
$802 ﹤0.01%
91
1113
$793 ﹤0.01%
22
1114
$792 ﹤0.01%
22
-933
1115
$780 ﹤0.01%
20
-2
1116
$777 ﹤0.01%
30
1117
$774 ﹤0.01%
10
1118
$738 ﹤0.01%
8
1119
$738 ﹤0.01%
17
1120
$736 ﹤0.01%
+68
1121
$728 ﹤0.01%
11
+3
1122
$718 ﹤0.01%
73
-119
1123
$718 ﹤0.01%
30
+10
1124
$714 ﹤0.01%
+8
1125
$692 ﹤0.01%
41
43 44
45
46 47