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
351
$61.1K 0.02%
581
-6
352
$61K 0.02%
465
353
$60.9K 0.02%
834
-8
354
$60.6K 0.02%
1,634
355
$60.3K 0.02%
361
+3
356
$59.4K 0.02%
1,027
357
$59.3K 0.02%
1,035
+39
358
$59.2K 0.02%
1,070
+10
359
$59.1K 0.02%
2,119
360
$58.9K 0.02%
1,272
-11
361
$58.7K 0.02%
573
362
$58.7K 0.02%
372
363
$58K 0.02%
582
-2
364
$58K 0.02%
321
365
$58K 0.02%
2,211
+952
366
$56.7K 0.02%
1,432
-10
367
$56.7K 0.02%
3,040
368
$56.7K 0.02%
328
-4
369
$56.3K 0.02%
984
+17
370
$56.2K 0.02%
109
371
$56K 0.02%
824
+11
372
$55.6K 0.02%
1,178
373
$55.5K 0.02%
1,467
-14
374
$55.1K 0.02%
548
375
$54.8K 0.02%
1,418
+9
13 14
15
16 17