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
301
$74.4K 0.03%
707
302
$74.1K 0.03%
2,534
303
$73.7K 0.03%
692
-14
304
$72.9K 0.03%
5,732
-1
305
$72.8K 0.03%
+6,177
306
$72.8K 0.03%
1,438
+3
307
$71.9K 0.03%
2,023
+9
308
$71.1K 0.03%
654
309
$70.9K 0.03%
609
-3
310
$70.6K 0.03%
1,596
-2
311
$70.1K 0.03%
391
+3
312
$68.5K 0.03%
676
-1
313
$68.3K 0.03%
1,765
-26
314
$67.4K 0.03%
1,696
315
$67.4K 0.03%
845
316
$66.6K 0.03%
3,777
-7
317
$66.5K 0.03%
270
-14
318
$66.5K 0.03%
941
319
$66.3K 0.03%
1,438
-4
320
$66K 0.03%
366
+1
321
$65.7K 0.03%
881
+13
322
$65.6K 0.03%
1,307
323
$65.5K 0.03%
1,578
324
$65.5K 0.03%
100
-4
325
$65.1K 0.02%
2,911
+28
11 12
13
14 15