SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
+$279K
2
+$169K
3
+$150K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$135K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$74.7K

Top Sells

1
+$837K
2
+$350K
3
+$244K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$159K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$143K

Sector Composition

1 Financials 18.18%
2 Technology 8.64%
3 Healthcare 7.3%
4 Industrials 5.93%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$95.7K 0.07%
1,347
202
$94.1K 0.07%
4,446
203
$91.9K 0.07%
10,400
204
$90.5K 0.07%
817
205
$90.5K 0.07%
1,418
206
$88.2K 0.06%
1,102
207
$85.9K 0.06%
1,431
208
$84.2K 0.06%
3,486
209
$83.2K 0.06%
1,464
210
$79.6K 0.06%
237
+82
211
$78.5K 0.06%
504
212
$76K 0.06%
630
-111
213
$74.6K 0.05%
1,156
214
$73.9K 0.05%
962
+386
215
$73.8K 0.05%
2,048
-63
216
$72.7K 0.05%
3,416
217
$71K 0.05%
1,309
218
$70.8K 0.05%
1,056
219
$70.4K 0.05%
1,949
220
$69.6K 0.05%
936
221
$69.5K 0.05%
3,324
222
$69.1K 0.05%
837
223
$68.5K 0.05%
794
224
$68.1K 0.05%
4,809
225
$67K 0.05%
506
7 8
9
10 11