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
376
$36.5K 0.02%
1,361
377
$36.4K 0.02%
578
378
$35.8K 0.02%
634
379
$35.8K 0.02%
461
380
$35.7K 0.02%
3,486
381
$35.6K 0.02%
3,237
382
$35.5K 0.02%
664
383
$35.5K 0.02%
992
384
$35.4K 0.02%
348
385
$35.2K 0.02%
714
386
$35.1K 0.02%
750
387
$35K 0.02%
3,124
388
$34.9K 0.02%
485
389
$34.9K 0.02%
162
390
$34.8K 0.02%
1,394
391
$34.6K 0.02%
566
-10
392
$34.6K 0.02%
654
393
$34.4K 0.02%
351
394
$34.4K 0.02%
+3,326
395
$34.4K 0.02%
152
396
$34.2K 0.02%
531
+9
397
$34.2K 0.02%
1,921
398
$34.1K 0.02%
834
399
$34K 0.02%
449
400
$33.7K 0.02%
429