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
426
$30.8K 0.01%
830
+430
427
$30.5K 0.01%
674
+296
428
$30.5K 0.01%
747
429
$30.5K 0.01%
1,659
430
$30.2K 0.01%
+2,085
431
$30.2K 0.01%
569
432
$29.9K 0.01%
874
433
$29.8K 0.01%
539
434
$29.8K 0.01%
1,436
435
$29.7K 0.01%
1,552
436
$29.7K 0.01%
481
437
$29.6K 0.01%
454
438
$29.2K 0.01%
199
439
$29.2K 0.01%
577
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440
$29.1K 0.01%
1,015
441
$29K 0.01%
2,755
+1,397
442
$28.9K 0.01%
1,859
443
$28.9K 0.01%
862
444
$28.6K 0.01%
979
445
$28.5K 0.01%
2,032
446
$28.4K 0.01%
710
447
$28.2K 0.01%
1,569
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448
$28.2K 0.01%
472
449
$28.2K 0.01%
1,896
450
$28.1K 0.01%
1,072