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
1176
$219 ﹤0.01%
189
-262
1177
$219 ﹤0.01%
6
1178
$208 ﹤0.01%
11
1179
$200 ﹤0.01%
+3
1180
$195 ﹤0.01%
+24
1181
$194 ﹤0.01%
+6
1182
$191 ﹤0.01%
8
-120
1183
$176 ﹤0.01%
+5
1184
$176 ﹤0.01%
42
1185
$170 ﹤0.01%
7
1186
$157 ﹤0.01%
12
-102
1187
$153 ﹤0.01%
16
-376
1188
$119 ﹤0.01%
6
-43
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$91 ﹤0.01%
+4
1190
$75 ﹤0.01%
13
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1191
$70 ﹤0.01%
1
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$56 ﹤0.01%
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1193
$55 ﹤0.01%
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1194
$43 ﹤0.01%
6
1195
$33 ﹤0.01%
3
-7
1196
$1 ﹤0.01%
1
1197
– –
-753
1198
– –
-789
1199
– –
-629
1200
– –
-12
46 47
48
49 50