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
201
$92.4K 0.06%
390
+75
202
$89.8K 0.06%
277
203
$87.9K 0.06%
8,477
204
$86.8K 0.05%
3,660
+130
205
$85.8K 0.05%
1,524
206
$83.9K 0.05%
1,515
207
$83.9K 0.05%
966
+17
208
$81.6K 0.05%
820
+18
209
$80.9K 0.05%
+662
210
$78K 0.05%
4,446
211
$77.7K 0.05%
1,681
+43
212
$77.6K 0.05%
431
-4
213
$75.1K 0.05%
2,454
+267
214
$75.1K 0.05%
1,447
215
$74.9K 0.05%
371
216
$74.2K 0.05%
4,072
+108
217
$73.7K 0.05%
169
+6
218
$73.3K 0.05%
1,247
+211
219
$72.8K 0.05%
254
+22
220
$72.1K 0.05%
1,228
+7
221
$71.4K 0.04%
2,100
+853
222
$69.9K 0.04%
4,164
223
$69.1K 0.04%
697
224
$67.6K 0.04%
1,464
225
$67.4K 0.04%
481
+11