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
$291M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,764
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$824K
3
+$705K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$584K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$364K

Top Sells

1
+$1.49M
2
+$345K
3
+$336K
4
MCD icon
McDonald's
MCD
+$285K
5
NUAN
Nuance Communications, Inc.
NUAN
+$230K

Sector Composition

1 Technology 17.18%
2 Healthcare 11.07%
3 Financials 10.35%
4 Industrials 6.64%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$119K 0.04%
3,871
227
$116K 0.04%
+6,835
228
$116K 0.04%
3,073
229
$115K 0.04%
16,032
+5,888
230
$113K 0.04%
845
+8
231
$113K 0.04%
1,426
+26
232
$113K 0.04%
4,526
233
$113K 0.04%
3,030
234
$113K 0.04%
277
235
$112K 0.04%
2,437
+10
236
$111K 0.04%
1,068
+1
237
$111K 0.04%
447
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238
$110K 0.04%
1,427
-7
239
$108K 0.04%
2,673
240
$106K 0.04%
2,810
-654
241
$106K 0.04%
3,634
-1,185
242
$105K 0.04%
1,535
+50
243
$104K 0.04%
1,755
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244
$104K 0.04%
5,201
245
$103K 0.04%
4,820
246
$102K 0.04%
613
247
$101K 0.03%
3,181
+78
248
$100K 0.03%
208
+16
249
$99.9K 0.03%
662
-3
250
$99.4K 0.03%
1,050
+232
8 9
10
11 12