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
1201
– –
-612
1202
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1203
– –
-2,508
1204
– –
-1,822
1205
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1206
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-543
1207
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-391
1208
– –
-80
1209
– –
-1,192
1210
– –
-69
1211
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-20
1212
– –
-67
1213
– –
-69
1214
– –
-250
1215
– –
-542
1216
– –
-500
1217
– –
-2,329
1218
– –
-312
1219
– –
-3
1220
– –
-1,493
1221
– –
-660
1222
– –
-43
1223
– –
-3,058
1224
– –
-2,234
1225
– –
-286
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