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
301
$50.5K 0.02%
831
302
$50.4K 0.02%
968
303
$50.3K 0.02%
1,016
-253
304
$50.3K 0.02%
4,284
305
$50.1K 0.02%
3,774
306
$50K 0.02%
430
307
$49.9K 0.02%
307
308
$49.8K 0.02%
263
309
$49.2K 0.02%
836
310
$48.9K 0.02%
63
311
$48.7K 0.02%
197
312
$48.3K 0.02%
8,465
313
$48.2K 0.02%
635
314
$47.4K 0.02%
7,162
315
$47.4K 0.02%
548
316
$47K 0.02%
1,100
317
$46.9K 0.02%
998
+14
318
$46.7K 0.02%
852
319
$46.4K 0.02%
577
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320
$46.2K 0.02%
617
321
$45.7K 0.02%
873
322
$45.4K 0.02%
5,581
323
$45.3K 0.02%
755
324
$44.2K 0.02%
381
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325
$44.2K 0.02%
605
-38
11 12
13
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