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
451
$42.7K 0.01%
3,304
+130
452
$42.6K 0.01%
752
+8
453
$42.6K 0.01%
679
+13
454
$42.6K 0.01%
904
-6
455
$42.5K 0.01%
203
+8
456
$42.5K 0.01%
493
+17
457
$42.5K 0.01%
1,109
458
$42.5K 0.01%
597
+181
459
$42.4K 0.01%
1,729
460
$42.2K 0.01%
698
461
$42.2K 0.01%
1,561
-15
462
$42.1K 0.01%
785
+20
463
$41.8K 0.01%
2,471
+166
464
$41.8K 0.01%
1,667
465
$41.7K 0.01%
840
-10
466
$41.5K 0.01%
173
-2
467
$41.2K 0.01%
1,560
+48
468
$41.2K 0.01%
1,007
+45
469
$41.1K 0.01%
1,822
+256
470
$41K 0.01%
179
+170
471
$40.8K 0.01%
1,612
-153
472
$40.7K 0.01%
462
+2
473
$40.5K 0.01%
421
+12
474
$40.5K 0.01%
261
475
$40.3K 0.01%
734
-5
17 18
19
20 21