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
1276
– –
0
1277
– –
-230
1278
– –
-1,232
1279
– –
-7,479
1280
– –
-545
1281
– –
-1,353
1282
– –
-9
1283
– –
-414
1284
– –
-4,919
1285
– –
-1,091
1286
– –
-3,794
1287
– –
-56
1288
– –
-2,397
1289
– –
-246
1290
– –
-7,449
48 49 50 51
52