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
$262M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$655K
3
+$609K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$471K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$417K

Top Sells

1
+$810K
2
+$491K
3
+$245K
4
AAPL icon
Apple
AAPL
+$196K
5
QCOM icon
Qualcomm
QCOM
+$173K

Sector Composition

1 Technology 15.09%
2 Healthcare 12.52%
3 Financials 9.62%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$120K 0.05%
1,898
+1,895
227
$118K 0.05%
13,504
228
$117K 0.04%
3,086
+162
229
$117K 0.04%
24,810
230
$117K 0.04%
12,460
231
$116K 0.04%
9,672
232
$116K 0.04%
3,872
+2,756
233
$114K 0.04%
2,927
234
$113K 0.04%
1,427
-8
235
$112K 0.04%
3,613
+63
236
$111K 0.04%
2,665
+5
237
$110K 0.04%
7,341
-84
238
$109K 0.04%
1,040
-34
239
$107K 0.04%
2,573
+2,513
240
$107K 0.04%
1,041
-13
241
$107K 0.04%
3,030
-264
242
$105K 0.04%
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-30
243
$105K 0.04%
2,165
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244
$104K 0.04%
1,553
-3,663
245
$102K 0.04%
1,303
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246
$102K 0.04%
2,837
247
$101K 0.04%
2,446
-3
248
$100K 0.04%
4,820
249
$99.8K 0.04%
1,285
-150
250
$99.5K 0.04%
837
8 9
10
11 12