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
426
$46.1K 0.02%
840
-154
427
$46K 0.02%
776
+139
428
$46K 0.02%
1,712
429
$45.8K 0.02%
338
+21
430
$45.7K 0.02%
1,159
+23
431
$45.5K 0.02%
4,922
+139
432
$45K 0.02%
3,057
433
$44.8K 0.02%
974
+11
434
$44.7K 0.02%
550
-7
435
$44.5K 0.02%
762
+14
436
$44.5K 0.02%
640
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437
$44.4K 0.02%
573
438
$44.4K 0.02%
506
+453
439
$44.3K 0.02%
360
-5
440
$44K 0.02%
1,365
+176
441
$44K 0.02%
919
+19
442
$43.9K 0.02%
509
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$43.8K 0.02%
831
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$43.6K 0.02%
2,317
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445
$43.4K 0.01%
539
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446
$43.3K 0.01%
934
+12
447
$43.3K 0.01%
460
+3
448
$43.3K 0.01%
1,075
-2
449
$43.1K 0.01%
710
+34
450
$43K 0.01%
440
+5
16 17
18
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