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
401
$49.7K 0.02%
1,065
+20
402
$49.7K 0.02%
4,989
403
$49.6K 0.02%
3,606
+47
404
$49.4K 0.02%
1,367
405
$49.3K 0.02%
2,554
+609
406
$49K 0.02%
1,052
+688
407
$49K 0.02%
496
+14
408
$48.9K 0.02%
2,108
409
$48.7K 0.02%
697
-7
410
$48.7K 0.02%
1,051
+19
411
$48.6K 0.02%
1,355
+5
412
$48.5K 0.02%
133
+69
413
$48.2K 0.02%
2,199
414
$48.2K 0.02%
121
415
$48.2K 0.02%
1,146
+381
416
$48K 0.02%
1,292
+344
417
$47.9K 0.02%
653
+18
418
$47.8K 0.02%
3,377
419
$47.7K 0.02%
818
-42
420
$47.7K 0.02%
+203
421
$47.6K 0.02%
248
-1
422
$47.2K 0.02%
2,001
+1,989
423
$46.8K 0.02%
411
-1
424
$46.5K 0.02%
226
+4
425
$46.1K 0.02%
1,218
15 16
17
18 19