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
426
$44.2K 0.02%
1,275
-39
427
$44.1K 0.02%
574
428
$44.1K 0.02%
+300
429
$43.9K 0.02%
1,298
430
$43.9K 0.02%
2,314
431
$43.5K 0.02%
762
-2
432
$43.2K 0.02%
629
433
$43.1K 0.02%
633
-73
434
$43K 0.02%
1,798
-19
435
$42.6K 0.02%
544
436
$42.5K 0.02%
1,283
437
$42.1K 0.02%
129
-32
438
$42.1K 0.02%
748
439
$42K 0.02%
2,984
+2,893
440
$42K 0.02%
738
441
$41.8K 0.02%
708
-1
442
$41.6K 0.02%
1,853
443
$41.5K 0.02%
602
+63
444
$41.5K 0.02%
2,706
445
$41.4K 0.02%
1,958
-126
446
$41.1K 0.02%
2,105
+19
447
$41K 0.02%
2,063
-597
448
$40.9K 0.02%
75
+1
449
$40.5K 0.02%
1,561
450
$40.4K 0.02%
436
16 17
18
19 20