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
376
$52.5K 0.02%
921
377
$52.5K 0.02%
999
378
$52.4K 0.02%
704
379
$52.1K 0.02%
2,306
-318
380
$52.1K 0.02%
1,174
381
$51.9K 0.02%
1,858
-28
382
$51.7K 0.02%
787
-853
383
$51.6K 0.02%
1,178
384
$51.6K 0.02%
309
-24
385
$51.1K 0.02%
265
+1
386
$51.1K 0.02%
+8,314
387
$51.1K 0.02%
806
+411
388
$51.1K 0.02%
1,667
389
$50.6K 0.02%
239
-37
390
$50.2K 0.02%
188
-42
391
$50.1K 0.02%
3,569
+358
392
$49.9K 0.02%
418
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393
$49.4K 0.02%
291
-30
394
$49.3K 0.02%
1,634
395
$49.3K 0.02%
20
396
$48.8K 0.02%
550
+112
397
$48.5K 0.02%
4,511
-11
398
$48.3K 0.02%
1,264
+2
399
$48.1K 0.02%
708
400
$47.7K 0.02%
1,171
-20
14 15
16
17 18