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
401
$47.5K 0.02%
1,524
-3
402
$47.5K 0.02%
566
403
$47.4K 0.02%
622
-2
404
$47.3K 0.02%
1,245
405
$47K 0.02%
1,486
406
$46.8K 0.02%
1,040
407
$46.7K 0.02%
524
408
$46.3K 0.02%
498
409
$46.2K 0.02%
995
410
$46.2K 0.02%
1,006
411
$46.1K 0.02%
833
412
$45.9K 0.02%
1,136
413
$45.9K 0.02%
483
-1,206
414
$45.6K 0.02%
3,035
+2,012
415
$45.6K 0.02%
904
416
$45.6K 0.02%
728
+2
417
$45.5K 0.02%
+3,174
418
$45.3K 0.02%
1,076
419
$45K 0.02%
4,282
-1,572
420
$45K 0.02%
1,408
+18
421
$45K 0.02%
391
+1
422
$45K 0.02%
573
+2
423
$44.3K 0.02%
3,313
-336
424
$44.3K 0.02%
459
425
$44.2K 0.02%
2,198
15 16
17
18 19