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
151
$153K 0.11%
2,353
152
$153K 0.11%
3,182
153
$153K 0.11%
4,336
154
$152K 0.11%
2,091
155
$149K 0.11%
4,219
-308
156
$145K 0.11%
3,068
157
$143K 0.1%
591
158
$143K 0.1%
4,455
+1,686
159
$143K 0.1%
2,279
160
$142K 0.1%
2,252
161
$142K 0.1%
1,930
162
$142K 0.1%
2,338
163
$142K 0.1%
2,968
164
$139K 0.1%
8,936
-635
165
$138K 0.1%
154
+28
166
$138K 0.1%
1,111
167
$133K 0.1%
1,470
168
$133K 0.1%
1,072
-67
169
$131K 0.1%
2,988
170
$131K 0.1%
1,946
171
$131K 0.1%
3,024
172
$130K 0.1%
6,285
173
$129K 0.09%
2,447
174
$127K 0.09%
817
175
$126K 0.09%
1,056
-11
5 6
7
8 9