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
$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
26
$2.45M 0.84%
8,170
+271
27
$2.37M 0.81%
16,940
+340
28
$2.35M 0.81%
51,987
-500
29
$2.14M 0.74%
17,660
-2,781
30
$1.96M 0.68%
77,568
-126
31
$1.82M 0.63%
11,942
-508
32
$1.81M 0.62%
8,962
+27
33
$1.81M 0.62%
21,891
-1,259
34
$1.7M 0.58%
20,684
+219
35
$1.65M 0.57%
7,745
+144
36
$1.5M 0.52%
11,677
+1,193
37
$1.47M 0.51%
23,665
+443
38
$1.45M 0.5%
6,536
+115
39
$1.44M 0.5%
6,492
+51
40
$1.4M 0.48%
5,029
-19
41
$1.36M 0.47%
3,846
-8
42
$1.35M 0.46%
49,360
+2,760
43
$1.3M 0.45%
2,555
+71
44
$1.3M 0.45%
15,338
+8
45
$1.3M 0.45%
5,453
+362
46
$1.15M 0.4%
88,347
47
$1.12M 0.38%
6,676
+205
48
$1.05M 0.36%
20,278
+343
49
$1M 0.35%
2,417
+9
50
$1M 0.34%
31,037
+25,512
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