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
101
$260K 0.16%
2,946
+5
102
$259K 0.16%
6,696
-1,281
103
$259K 0.16%
7,716
-1,055
104
$255K 0.16%
5,567
+7
105
$255K 0.16%
1,052
106
$251K 0.16%
4,522
107
$248K 0.16%
4,173
-444
108
$247K 0.16%
1,856
+22
109
$246K 0.15%
1,774
+133
110
$241K 0.15%
5,264
+72
111
$240K 0.15%
3,354
112
$240K 0.15%
6,998
+10
113
$236K 0.15%
3,817
+3,497
114
$232K 0.15%
3,906
+51
115
$229K 0.14%
2,464
-221
116
$228K 0.14%
2,294
+298
117
$226K 0.14%
2,610
+15
118
$223K 0.14%
10,810
+248
119
$220K 0.14%
6,285
-60
120
$217K 0.14%
2,327
-238
121
$217K 0.14%
5,733
+927
122
$217K 0.14%
2,367
+3
123
$216K 0.14%
9,632
-3,804
124
$213K 0.13%
2,221
+51
125
$208K 0.13%
13,869
3 4
5
6 7