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
276
$87.6K 0.03%
811
+16
277
$86.9K 0.03%
1,894
+44
278
$86.8K 0.03%
177
279
$85.3K 0.03%
870
+9
280
$84.2K 0.03%
1,200
+3
281
$83.8K 0.03%
2,408
+18
282
$83.7K 0.03%
2,999
+5
283
$83.5K 0.03%
611
+3
284
$82.8K 0.03%
1,936
285
$81.9K 0.03%
2,167
+103
286
$81.7K 0.03%
1,594
+1,166
287
$81.7K 0.03%
689
+21
288
$81.2K 0.03%
305
-4
289
$81.2K 0.03%
2,260
290
$81K 0.03%
182
+1
291
$80.6K 0.03%
109
+7
292
$80.4K 0.03%
6,128
-354
293
$80.2K 0.03%
1,030
+12
294
$79.9K 0.03%
280
-14
295
$78.9K 0.03%
3,890
+313
296
$78.2K 0.03%
909
+5
297
$77.8K 0.03%
3,501
298
$77.8K 0.03%
3,263
+8
299
$77.2K 0.03%
752
300
$76.7K 0.03%
1,156
+149
10 11
12
13 14