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
376
$54.6K 0.02%
628
-7
377
$54.4K 0.02%
1,382
+39
378
$54.2K 0.02%
623
+7
379
$54.1K 0.02%
1,198
+14
380
$54K 0.02%
2,344
381
$54K 0.02%
1,542
382
$53.6K 0.02%
1,264
-11
383
$53.5K 0.02%
1,167
+11
384
$52.6K 0.02%
+935
385
$52.5K 0.02%
614
-131
386
$52.1K 0.02%
210
387
$52K 0.02%
1,184
388
$51.3K 0.02%
2,004
+27
389
$51.3K 0.02%
1,698
390
$51.3K 0.02%
772
+78
391
$51.3K 0.02%
538
392
$51K 0.02%
1,345
+99
393
$51K 0.02%
702
-39
394
$50.7K 0.02%
764
-2
395
$50.6K 0.02%
158
+34
396
$50.3K 0.02%
1,930
-213
397
$50.2K 0.02%
1,454
-15
398
$50K 0.02%
3,361
399
$50K 0.02%
573
-3
400
$49.9K 0.02%
1,634
14 15
16
17 18