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
1
$14.1M 8.88%
1,382,988
-25,638
2
$8.21M 5.16%
129,136
+960
3
$6.84M 4.3%
740,012
+300
4
$4.99M 3.14%
35,239
-202
5
$4.64M 2.92%
224,378
-1,769
6
$4.43M 2.79%
17,202
+13,800
7
$3.97M 2.5%
57,547
-3,013
8
$3.66M 2.3%
27,934
+53
9
$3.48M 2.19%
22,088
+415
10
$3.15M 1.98%
39,909
+422
11
$3.12M 1.97%
41,013
+1,307
12
$3M 1.89%
233,120
-17,760
13
$2.9M 1.83%
63,378
-2,928
14
$2.85M 1.79%
17,212
-87
15
$2.07M 1.3%
47,913
+5,323
16
$1.69M 1.06%
12,340
+18
17
$1.61M 1.01%
21,868
+74
18
$1.59M 1%
16,340
+220
19
$1.57M 0.99%
17,401
+6,613
20
$1.51M 0.95%
71,196
+26,638
21
$1.48M 0.93%
25,540
+580
22
$1.39M 0.88%
12,674
+1,225
23
$1.39M 0.87%
40,612
+1,900
24
$1.36M 0.86%
24,298
-1,009
25
$1.35M 0.85%
10,891
+1,774
1
2 3 4 5