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
126
$205K 0.13%
2,538
+8
127
$199K 0.13%
452
+7
128
$194K 0.12%
2,112
+5
129
$193K 0.12%
1,246
+14
130
$192K 0.12%
29,200
+1,080
131
$192K 0.12%
1,420
+9
132
$192K 0.12%
2,320
+51
133
$191K 0.12%
+1,652
134
$190K 0.12%
670
+5
135
$190K 0.12%
3,509
+529
136
$186K 0.12%
1,076
+10
137
$181K 0.11%
7,423
138
$179K 0.11%
5,325
+54
139
$177K 0.11%
620
+6
140
$177K 0.11%
684
+82
141
$176K 0.11%
1,993
+3
142
$174K 0.11%
7,158
+3,950
143
$169K 0.11%
8,660
-1,370
144
$164K 0.1%
7,811
-3,760
145
$163K 0.1%
1,766
+288
146
$161K 0.1%
5,624
-1,223
147
$161K 0.1%
3,058
+478
148
$159K 0.1%
1,430
+319
149
$159K 0.1%
5,148
-81
150
$158K 0.1%
1,178
+18
4 5
6
7 8