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
276
$58.5K 0.03%
5,602
277
$58K 0.03%
746
+9
278
$57.7K 0.03%
177
279
$57.7K 0.03%
1,511
-12
280
$57K 0.03%
2,036
+18
281
$56.8K 0.03%
547
+8
282
$56.6K 0.03%
2,256
283
$56.5K 0.03%
297
284
$56.3K 0.03%
894
285
$56.2K 0.03%
1,436
+270
286
$56.1K 0.03%
697
287
$56.1K 0.03%
720
288
$55.6K 0.03%
189
-132
289
$55K 0.03%
360
290
$54.8K 0.03%
634
291
$54.4K 0.03%
829
292
$54.1K 0.03%
2,462
-26
293
$54.1K 0.03%
4,307
294
$53K 0.03%
704
295
$52.8K 0.03%
1,324
296
$52.5K 0.03%
482
297
$52.4K 0.03%
3,324
298
$52.2K 0.03%
1,414
299
$50.9K 0.02%
1,272
300
$50.6K 0.02%
702
10 11
12
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