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
176
$125K 0.09%
72
177
$124K 0.09%
452
178
$123K 0.09%
839
179
$123K 0.09%
3,625
180
$118K 0.09%
3,027
181
$118K 0.09%
1,457
182
$118K 0.09%
633
183
$118K 0.09%
580
184
$117K 0.09%
2,182
185
$116K 0.09%
1,447
186
$116K 0.09%
1,778
-41
187
$116K 0.08%
1,765
188
$115K 0.08%
1,611
+6
189
$113K 0.08%
1,328
190
$113K 0.08%
1,908
-232
191
$111K 0.08%
1,286
192
$105K 0.08%
2,660
193
$105K 0.08%
3,729
194
$100K 0.07%
955
-15
195
$100K 0.07%
1,304
196
$99K 0.07%
1,635
197
$98.8K 0.07%
851
-264
198
$97.3K 0.07%
2,000
199
$97.2K 0.07%
3,236
200
$95.9K 0.07%
4,606
-1,908
6 7
8
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