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
– –
-1,048
1202
– –
-809
1203
– –
-1,353
1204
– –
-9
1205
– –
-414
1206
– –
-4,919
1207
– –
-1,091
1208
– –
-3,794
1209
– –
-56
1210
– –
-2,397
1211
– –
-246
1212
– –
-7,449
1213
– –
-789
1214
– –
-629
1215
– –
-12
1216
– –
-612
1217
– –
-128
1218
– –
-1,056
1219
– –
-543
1220
– –
-391
1221
– –
-80
1222
– –
-1,192
1223
– –
-69
1224
– –
-20
1225
– –
-67
47 48
49
50 51