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
451
$40.4K 0.02%
1,006
+320
452
$40.3K 0.02%
409
453
$40.3K 0.02%
1,729
454
$40.2K 0.02%
1,037
-185
455
$39.8K 0.02%
387
456
$39.6K 0.02%
1,165
-1
457
$39.5K 0.02%
197
458
$39.4K 0.02%
428
459
$39.4K 0.02%
826
+417
460
$39.4K 0.02%
965
-654
461
$39.3K 0.02%
692
462
$39.2K 0.01%
262
463
$39.2K 0.01%
2,423
+2,391
464
$39.1K 0.01%
1,036
-81
465
$39K 0.01%
643
466
$38.8K 0.01%
+5,000
467
$38.4K 0.01%
507
468
$38.4K 0.01%
5,150
469
$38.4K 0.01%
925
-143
470
$38.2K 0.01%
240
471
$38.2K 0.01%
3,053
472
$38.1K 0.01%
+1,000
473
$38K 0.01%
1,355
474
$37.9K 0.01%
1,109
475
$37.4K 0.01%
3,415
17 18
19
20 21