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
1151
$420 ﹤0.01%
17
1152
$420 ﹤0.01%
+3
1153
$416 ﹤0.01%
+11
1154
$386 ﹤0.01%
12
-3
1155
$366 ﹤0.01%
71
1156
$363 ﹤0.01%
8
1157
$357 ﹤0.01%
19
-76
1158
$341 ﹤0.01%
18
1159
$330 ﹤0.01%
+5
1160
$324 ﹤0.01%
+3
1161
$321 ﹤0.01%
+5
1162
$307 ﹤0.01%
8
-16
1163
$300 ﹤0.01%
+4
1164
$288 ﹤0.01%
+4
1165
$282 ﹤0.01%
8
1166
$280 ﹤0.01%
+3
1167
$277 ﹤0.01%
30
1168
$274 ﹤0.01%
+16
1169
$271 ﹤0.01%
51
1170
$268 ﹤0.01%
+3
1171
$254 ﹤0.01%
13
1172
$241 ﹤0.01%
+3
1173
$223 ﹤0.01%
44
1174
$220 ﹤0.01%
17
-62
1175
$219 ﹤0.01%
+14
45 46
47
48 49