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
176
$118K 0.07%
3,579
+45
177
$117K 0.07%
1,457
+180
178
$115K 0.07%
2,523
+7
179
$114K 0.07%
2,119
-225
180
$112K 0.07%
+852
181
$110K 0.07%
5,277
-633
182
$109K 0.07%
809
+3
183
$109K 0.07%
1,616
184
$108K 0.07%
845
-201
185
$108K 0.07%
1,494
186
$107K 0.07%
341
+3
187
$106K 0.07%
1,040
-16
188
$104K 0.07%
1,447
+52
189
$103K 0.06%
1,377
+24
190
$103K 0.06%
+10,041
191
$102K 0.06%
3,726
-18
192
$101K 0.06%
1,121
193
$100K 0.06%
1,001
+11
194
$99.5K 0.06%
11,096
+85
195
$98.9K 0.06%
3,235
-606
196
$98.6K 0.06%
3,390
197
$98.4K 0.06%
3,749
-74
198
$97.6K 0.06%
1,416
199
$95.8K 0.06%
4,672
200
$93.5K 0.06%
3,625
6 7
8
9 10