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
326
$44.1K 0.02%
1,522
327
$43.9K 0.02%
2,026
-24
328
$43.6K 0.02%
4,783
329
$43.5K 0.02%
1,609
330
$43.5K 0.02%
582
331
$43.3K 0.02%
681
332
$43.1K 0.02%
968
333
$42.9K 0.02%
927
334
$42.6K 0.02%
967
335
$42K 0.02%
1,674
336
$41.9K 0.02%
195
+71
337
$41.8K 0.02%
1,225
+370
338
$41.3K 0.02%
1,264
339
$41.2K 0.02%
706
-54
340
$41K 0.02%
1,832
341
$40.9K 0.02%
742
342
$40.8K 0.02%
10
-10
343
$40.5K 0.02%
3,460
344
$40.2K 0.02%
372
345
$40.2K 0.02%
2,529
346
$40.1K 0.02%
2,368
347
$40K 0.02%
4,436
348
$39.9K 0.02%
1,561
349
$39.9K 0.02%
1,544
350
$39.5K 0.02%
1,421
12 13
14
15 16