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
326
$65K 0.02%
57,934
+26,630
327
$65K 0.02%
375
-8
328
$64.2K 0.02%
2,644
-1,665
329
$63K 0.02%
1,442
330
$62.3K 0.02%
1,790
331
$62.1K 0.02%
3,483
+12
332
$62K 0.02%
708
-1
333
$61.2K 0.02%
110
334
$61.1K 0.02%
749
335
$61K 0.02%
2,040
336
$60.7K 0.02%
466
337
$60.3K 0.02%
187
-5
338
$60.1K 0.02%
1,037
-1
339
$60K 0.02%
1,274
340
$59.9K 0.02%
741
+3
341
$59.9K 0.02%
1,933
-315
342
$59.8K 0.02%
491
343
$59.4K 0.02%
800
+400
344
$59.4K 0.02%
2,899
-2,458
345
$59.2K 0.02%
1,364
346
$58.7K 0.02%
840
-2
347
$58.5K 0.02%
2,067
+1,398
348
$58.2K 0.02%
442
349
$57.8K 0.02%
2,998
-53
350
$57.8K 0.02%
852
-2,200
12 13
14
15 16