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
151
$157K 0.1%
6,271
152
$149K 0.09%
1,306
-124
153
$148K 0.09%
1,550
+1
154
$146K 0.09%
455
+3
155
$145K 0.09%
3,199
-367
156
$144K 0.09%
4,039
+129
157
$142K 0.09%
748
+158
158
$142K 0.09%
1,421
+3
159
$142K 0.09%
1,490
+18
160
$141K 0.09%
2,188
161
$135K 0.09%
912
+247
162
$135K 0.08%
6,853
163
$134K 0.08%
3,992
+40
164
$134K 0.08%
6,532
+86
165
$132K 0.08%
6,423
166
$132K 0.08%
3,820
-272
167
$131K 0.08%
5,903
168
$130K 0.08%
589
+4
169
$130K 0.08%
2,487
-453
170
$127K 0.08%
2,318
-3
171
$127K 0.08%
1,077
-1
172
$126K 0.08%
3,081
+7
173
$124K 0.08%
1,665
+53
174
$124K 0.08%
2,954
+65
175
$121K 0.08%
2,867
+24
5 6
7
8 9