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
301
$76.4K 0.03%
707
302
$76.1K 0.03%
588
-4
303
$75.9K 0.03%
2,026
-58
304
$75.5K 0.03%
313
+4
305
$75.3K 0.03%
2,045
-1
306
$75.2K 0.03%
1,419
-9
307
$74.5K 0.03%
1,801
308
$74K 0.03%
572
-4
309
$73.9K 0.03%
442
310
$73.6K 0.03%
1,661
+63
311
$73.3K 0.03%
814
+102
312
$73.2K 0.03%
548
+2
313
$72.6K 0.03%
654
+2
314
$72.5K 0.03%
704
315
$72.1K 0.02%
883
316
$71.9K 0.02%
484
+48
317
$71.1K 0.02%
2,480
+80
318
$70.9K 0.02%
746
+2
319
$70.6K 0.02%
281
+24
320
$70.5K 0.02%
209
+40
321
$69.9K 0.02%
842
-3
322
$69.7K 0.02%
1,790
+2
323
$69.1K 0.02%
4,299
-36
324
$69.1K 0.02%
2,000
-20
325
$68.6K 0.02%
334
-38
11 12
13
14 15