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
251
$68.1K 0.03%
2,475
252
$67.6K 0.03%
1,220
253
$67K 0.03%
277
-32
254
$66.6K 0.03%
737
255
$66.3K 0.03%
943
-66
256
$66K 0.03%
2,690
257
$65.6K 0.03%
822
258
$65K 0.03%
1,171
-131
259
$64.5K 0.03%
1,184
260
$64.4K 0.03%
1,102
261
$64.2K 0.03%
1,473
-164
262
$63.8K 0.03%
353
263
$63.6K 0.03%
5,821
264
$63.3K 0.03%
710
-6
265
$63.1K 0.03%
181
266
$61.7K 0.03%
1,056
267
$61.4K 0.03%
898
268
$61.2K 0.03%
2,123
269
$60.9K 0.03%
2,994
270
$60.8K 0.03%
666
271
$60K 0.03%
177
272
$59.3K 0.03%
277
273
$58.9K 0.03%
328
274
$58.7K 0.03%
2,268
275
$58.6K 0.03%
600
9 10
11
12 13