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
26
$1.69M 0.82%
21,333
-530
27
$1.63M 0.79%
6,241
+451
28
$1.47M 0.71%
8,891
+3
29
$1.44M 0.7%
78,093
+1,839
30
$1.38M 0.67%
23,124
+8
31
$1.26M 0.61%
24,229
+636
32
$1.23M 0.59%
6,127
+185
33
$1.2M 0.58%
16,360
+140
34
$1.15M 0.56%
23,369
-225
35
$1.12M 0.54%
5,144
-33
36
$1.1M 0.53%
18,991
+2,888
37
$1.1M 0.53%
18,469
+216
38
$1.06M 0.51%
14,713
+525
39
$1.06M 0.51%
15,244
+20
40
$1.05M 0.51%
19,141
-474
41
$952K 0.46%
11,677
-12
42
$900K 0.44%
6,294
+9
43
$883K 0.43%
17,056
-39
44
$829K 0.4%
120,992
+13,303
45
$802K 0.39%
3,765
-2
46
$796K 0.39%
5,743
+209
47
$748K 0.36%
35,094
-1,545
48
$747K 0.36%
47,590
-948
49
$739K 0.36%
2,369
-19
50
$730K 0.35%
11,396
-26
1
2
3 4 5