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
276
$85.7K 0.03%
1,498
+142
277
$85.6K 0.03%
891
-33
278
$84K 0.03%
2,795
+674
279
$83.5K 0.03%
843
280
$83.1K 0.03%
1,171
-1
281
$82.8K 0.03%
960
282
$82.4K 0.03%
10,561
283
$81.3K 0.03%
4,294
284
$80.8K 0.03%
632
-1
285
$80.6K 0.03%
2,385
286
$80.5K 0.03%
2,803
-185
287
$79.5K 0.03%
859
288
$78.4K 0.03%
177
289
$78.3K 0.03%
857
+38
290
$77.7K 0.03%
906
291
$77.7K 0.03%
313
292
$77.5K 0.03%
1,223
-19
293
$76.8K 0.03%
3,066
+23
294
$76.5K 0.03%
809
295
$75.8K 0.03%
1,551
-43
296
$75.3K 0.03%
587
297
$75.1K 0.03%
1,193
-11
298
$75.1K 0.03%
1,591
+49
299
$74.9K 0.03%
393
-3
300
$74.7K 0.03%
1,615
10 11
12
13 14