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
251
$99.2K 0.04%
+4,153
252
$98K 0.04%
283
253
$97.1K 0.04%
1,479
254
$96.5K 0.04%
2,116
-38
255
$96.1K 0.04%
247
+19
256
$96K 0.04%
1,936
257
$94.8K 0.04%
752
258
$93.8K 0.04%
2,047
+1
259
$93.5K 0.04%
728
260
$93.5K 0.04%
449
261
$91K 0.03%
1,880
-6
262
$91K 0.03%
827
-4
263
$90.1K 0.03%
594
264
$90K 0.03%
1,066
265
$89.8K 0.03%
305
266
$89.7K 0.03%
1,566
-66
267
$89.1K 0.03%
2,260
268
$88.9K 0.03%
728
269
$88.8K 0.03%
693
-7
270
$88.3K 0.03%
4,382
271
$88K 0.03%
1,435
-946
272
$87.7K 0.03%
1,568
273
$87.6K 0.03%
1,140
274
$87K 0.03%
8,997
+4,159
275
$85.7K 0.03%
786
9 10
11
12 13