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
251
$98.6K 0.03%
2,979
-831
252
$98.6K 0.03%
1,128
+247
253
$98.2K 0.03%
629
-337
254
$98K 0.03%
834
+5
255
$97.9K 0.03%
832
-4
256
$97.1K 0.03%
820
-5
257
$97K 0.03%
357
+2
258
$95.3K 0.03%
726
-3
259
$93.6K 0.03%
2,345
-23
260
$93.6K 0.03%
2,986
261
$93.3K 0.03%
1,436
-9
262
$92.5K 0.03%
840
+2
263
$92.3K 0.03%
1,524
264
$92.1K 0.03%
2,093
-10
265
$91.6K 0.03%
4,382
266
$91.4K 0.03%
1,188
+5
267
$90.7K 0.03%
392
-28
268
$90.6K 0.03%
1,833
+304
269
$90.6K 0.03%
166
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270
$90.3K 0.03%
2,833
-4
271
$88.8K 0.03%
3,942
-676
272
$88.6K 0.03%
1,129
-6
273
$88.6K 0.03%
1,582
-11
274
$88.1K 0.03%
1,260
+18
275
$87.6K 0.03%
2,846
9 10
11
12 13