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
1
$13.1M 9.62%
1,235,454
+26,952
2
$12.6M 9.22%
729,820
-21,598
3
$5.19M 3.81%
185,929
+5,455
4
$3.79M 2.78%
217,604
+7,888
5
$3.54M 2.6%
69,962
-2,810
6
$3.15M 2.31%
21,202
-1,100
7
$2.44M 1.79%
46,876
+1,472
8
$2.43M 1.78%
57,408
-572
9
$2.12M 1.55%
16,943
-156
10
$1.9M 1.39%
15,658
-927
11
$1.88M 1.38%
348,861
-160,833
12
$1.85M 1.35%
13,215
13
$1.7M 1.24%
19,819
14
$1.57M 1.15%
29,946
-2,016
15
$1.48M 1.09%
19,333
+458
16
$1.38M 1.01%
29,258
+915
17
$1.25M 0.92%
12,687
+259
18
$1.18M 0.87%
14,154
19
$1.05M 0.77%
22,786
20
$1.02M 0.75%
5,396
-5
21
$1.02M 0.75%
9,551
+10
22
$962K 0.7%
32,576
23
$873K 0.64%
12,226
-26
24
$858K 0.63%
14,680
+160
25
$853K 0.62%
4,835
-8
1
2 3 4 5