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
451
$28K 0.01%
343
+1
452
$28K 0.01%
1,226
453
$27.9K 0.01%
447
+26
454
$27.9K 0.01%
2,321
-1,129
455
$27.7K 0.01%
1,621
456
$27.6K 0.01%
116
+7
457
$27.5K 0.01%
1,524
458
$27.3K 0.01%
488
459
$27.2K 0.01%
625
460
$27.1K 0.01%
1,264
461
$27.1K 0.01%
1,390
462
$27K 0.01%
254
463
$26.9K 0.01%
668
464
$26.9K 0.01%
120
465
$26.8K 0.01%
1,115
466
$26.6K 0.01%
376
467
$26.4K 0.01%
487
468
$26.2K 0.01%
395
469
$26.2K 0.01%
248
470
$26.1K 0.01%
1,739
471
$25.8K 0.01%
830
472
$25.7K 0.01%
405
473
$25.7K 0.01%
666
474
$25.7K 0.01%
4,960
475
$25.6K 0.01%
1,471
+240