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
351
$57.7K 0.02%
1,155
+105
352
$57.3K 0.02%
2,364
-1
353
$57.2K 0.02%
122
-178
354
$57.2K 0.02%
570
+1
355
$57K 0.02%
298
356
$56.9K 0.02%
628
-466
357
$56.6K 0.02%
1,634
358
$56.3K 0.02%
634
359
$56.3K 0.02%
1,123
360
$55.6K 0.02%
2,134
361
$55.3K 0.02%
163
-7
362
$55.3K 0.02%
1,851
+139
363
$55.3K 0.02%
2,095
+5
364
$55.2K 0.02%
845
365
$54.8K 0.02%
783
366
$54.5K 0.02%
+5,000
367
$54.3K 0.02%
2,108
368
$54K 0.02%
5,696
-1,118
369
$53.8K 0.02%
1,212
-48
370
$53.5K 0.02%
984
371
$53.2K 0.02%
2,839
372
$53.1K 0.02%
3,228
-3
373
$53.1K 0.02%
1,166
374
$52.7K 0.02%
577
375
$52.5K 0.02%
372
-153
13 14
15
16 17