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
351
$39.5K 0.02%
285
352
$39.4K 0.02%
2,833
353
$39.4K 0.02%
921
354
$38.9K 0.02%
109
355
$38.9K 0.02%
1,178
356
$38.8K 0.02%
206
357
$38.5K 0.02%
2,811
358
$38.4K 0.02%
865
359
$38K 0.02%
7,286
360
$38K 0.02%
666
361
$38K 0.02%
231
362
$37.8K 0.02%
578
363
$37.7K 0.02%
694
364
$37.6K 0.02%
1,083
+21
365
$37.6K 0.02%
386
366
$37.6K 0.02%
2,246
367
$37.5K 0.02%
862
368
$37.5K 0.02%
933
369
$37.2K 0.02%
1,951
+1,391
370
$37.1K 0.02%
767
+31
371
$37.1K 0.02%
489
372
$36.9K 0.02%
475
373
$36.8K 0.02%
743
+15
374
$36.6K 0.02%
649
375
$36.5K 0.02%
1,812
-186
13 14
15
16 17