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
126
$198K 0.15%
2,347
127
$198K 0.15%
3,325
128
$196K 0.14%
3,666
129
$196K 0.14%
1,937
130
$192K 0.14%
39,680
131
$191K 0.14%
10,030
132
$190K 0.14%
1,860
133
$190K 0.14%
4,672
134
$188K 0.14%
3,903
135
$187K 0.14%
3,704
136
$186K 0.14%
10,755
137
$185K 0.14%
902
138
$185K 0.14%
1,361
+20
139
$184K 0.13%
2,770
-69
140
$181K 0.13%
7,046
141
$181K 0.13%
1,967
142
$176K 0.13%
872
143
$172K 0.13%
6,690
-50
144
$171K 0.13%
8,477
145
$167K 0.12%
870
146
$166K 0.12%
1,836
147
$160K 0.12%
1,049
148
$157K 0.11%
305
+3
149
$155K 0.11%
3,172
150
$154K 0.11%
1,052
4 5
6
7 8