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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$257K
3
+$243K
4
AAPL icon
Apple
AAPL
+$185K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1
+$234K
2
+$220K
3
+$200K
4
ABBV icon
AbbVie
ABBV
+$99.5K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88K 0.04%
3,014
227
$87.6K 0.04%
4,468
+22
228
$86.4K 0.04%
1,464
229
$84.8K 0.04%
1,063
230
$80.2K 0.04%
1,419
231
$79K 0.04%
328
232
$78.7K 0.04%
1,426
233
$77.9K 0.04%
3,625
234
$77.6K 0.04%
2,986
235
$77.4K 0.04%
1,340
236
$76.3K 0.04%
1,242
+14
237
$75.5K 0.04%
639
-58
238
$75.1K 0.04%
817
239
$74.6K 0.04%
439
240
$74.5K 0.04%
98
241
$73.5K 0.04%
757
242
$72.7K 0.04%
561
243
$72.5K 0.04%
2,375
244
$72.5K 0.04%
3,743
245
$72.3K 0.04%
1,159
-8
246
$72.2K 0.03%
305
247
$71.7K 0.03%
1,679
248
$70.3K 0.03%
557
249
$68.7K 0.03%
2,660
250
$68.2K 0.03%
1,470
8 9
10
11 12