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
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1130
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1131
$596 ﹤0.01%
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1132
$585 ﹤0.01%
+16
1133
$567 ﹤0.01%
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1135
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1136
$547 ﹤0.01%
+3
1137
$536 ﹤0.01%
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1139
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1140
$507 ﹤0.01%
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+15
1141
$496 ﹤0.01%
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1142
$492 ﹤0.01%
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1143
$479 ﹤0.01%
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1144
$474 ﹤0.01%
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1145
$465 ﹤0.01%
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1146
$457 ﹤0.01%
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1147
$457 ﹤0.01%
26
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1148
$448 ﹤0.01%
+6
1149
$438 ﹤0.01%
30
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1150
$435 ﹤0.01%
18
-43