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
1226
– –
-1,654
1227
– –
-81
1228
– –
-644
1229
– –
-299
1230
– –
-39
1231
– –
-2,182
1232
– –
-272
1233
– –
-99
1234
– –
-1,480
1235
– –
-553
1236
– –
-1,048
1237
– –
-809
1238
– –
-1,671
1239
– –
-4,176
1240
– –
-403
1241
– –
-400
1242
– –
-298
1243
– –
-690
1244
– –
-5
1245
– –
-1,751
1246
– –
-1
1247
– –
-1,029
1248
– –
-12
1249
– –
-742
1250
– –
-85
48 49
50
51 52