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
1126
$676 ﹤0.01%
9
1127
$648 ﹤0.01%
18
1128
$640 ﹤0.01%
58
-168
1129
$629 ﹤0.01%
29
1130
$623 ﹤0.01%
51
1131
$596 ﹤0.01%
25
1132
$585 ﹤0.01%
+16
1133
$567 ﹤0.01%
12
-19
1134
$565 ﹤0.01%
19
1135
$563 ﹤0.01%
35
-33
1136
$547 ﹤0.01%
+3
1137
$536 ﹤0.01%
25
-37
1138
$513 ﹤0.01%
18
1139
$508 ﹤0.01%
10
1140
$507 ﹤0.01%
43
+15
1141
$496 ﹤0.01%
26
1142
$492 ﹤0.01%
20
1143
$479 ﹤0.01%
10
-14
1144
$474 ﹤0.01%
+4
1145
$465 ﹤0.01%
96
-6
1146
$457 ﹤0.01%
6
1147
$457 ﹤0.01%
26
-47
1148
$448 ﹤0.01%
+6
1149
$438 ﹤0.01%
30
-321
1150
$435 ﹤0.01%
18
-43
44 45
46
47 48