SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
+$4.21M
2
+$803K
3
+$799K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$486K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$293K

Top Sells

1
+$418K
2
+$350K
3
+$311K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$302K
5
XOM icon
Exxon Mobil
XOM
+$301K

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%
6
1177
$208 ﹤0.01%
11
1178
$200 ﹤0.01%
+3
1179
$195 ﹤0.01%
+5
1180
$194 ﹤0.01%
+6
1181
$191 ﹤0.01%
8
-120
1182
$176 ﹤0.01%
42
1183
$176 ﹤0.01%
+5
1184
$170 ﹤0.01%
7
1185
$157 ﹤0.01%
12
-102
1186
$153 ﹤0.01%
16
-376
1187
$119 ﹤0.01%
6
-43
1188
$91 ﹤0.01%
+4
1189
$75 ﹤0.01%
13
-13
1190
$70 ﹤0.01%
1
1191
$56 ﹤0.01%
1
1192
$55 ﹤0.01%
6
1193
$43 ﹤0.01%
6
1194
$33 ﹤0.01%
3
-7
1195
$1 ﹤0.01%
1
1196
– –
-1,091
1197
– –
-1,654
1198
– –
-81
1199
– –
-644
1200
– –
-690
46 47
48
49 50