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
$137M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$287K
2
+$174K
3
+$152K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$138K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$76.6K

Top Sells

1
+$868K
2
+$373K
3
+$263K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$163K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$142K

Sector Composition

1 Financials 18.18%
2 Technology 8.65%
3 Healthcare 7.3%
4 Industrials 5.98%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254K 0.19%
6,194
+39
102
$248K 0.18%
5,653
103
$246K 0.18%
1,395
-61
104
$242K 0.18%
1,074
105
$241K 0.18%
5,340
106
$240K 0.18%
2,014
107
$237K 0.17%
1,513
108
$235K 0.17%
4,171
-2
109
$234K 0.17%
4,712
110
$233K 0.17%
1,098
+5
111
$232K 0.17%
13,620
112
$231K 0.17%
3,891
113
$230K 0.17%
1,168
114
$227K 0.17%
6,885
115
$226K 0.17%
1,684
116
$223K 0.16%
837
117
$222K 0.16%
1,893
118
$221K 0.16%
2,107
119
$213K 0.16%
3,351
120
$211K 0.15%
2,595
-3
121
$210K 0.15%
1,197
122
$206K 0.15%
6,446
123
$204K 0.15%
3,973
124
$202K 0.15%
1,400
125
$199K 0.15%
2,188
3 4
5
6 7