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
326
$68K 0.02%
634
327
$67.8K 0.02%
298
328
$66.5K 0.02%
790
+30
329
$66.5K 0.02%
1,903
330
$66.4K 0.02%
2,864
+4
331
$66K 0.02%
921
332
$65.8K 0.02%
1,209
+1,098
333
$65.8K 0.02%
501
-5
334
$65.6K 0.02%
1,700
+10
335
$65.2K 0.02%
1,614
-10
336
$64.9K 0.02%
594
+228
337
$64.2K 0.02%
756
-2
338
$63.8K 0.02%
653
-1
339
$63.7K 0.02%
2,117
340
$63K 0.02%
783
-35
341
$62.8K 0.02%
392
342
$62.3K 0.02%
937
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343
$62.3K 0.02%
4,474
344
$62.3K 0.02%
700
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345
$62.2K 0.02%
580
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$62.2K 0.02%
1,041
+708
347
$62.1K 0.02%
2,145
-192
348
$62K 0.02%
813
+132
349
$61.9K 0.02%
369
350
$61.4K 0.02%
333
+66
12 13
14
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