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
$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 15.13%
2 Healthcare 12.52%
3 Financials 9.58%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.68%
11,853
-78
27
$1.79M 0.68%
21,844
-13
28
$1.78M 0.68%
8,935
+14
29
$1.69M 0.65%
77,418
-96
30
$1.54M 0.59%
18,371
-5,849
31
$1.53M 0.58%
17,296
-1,874
32
$1.4M 0.53%
11,594
33
$1.39M 0.53%
21,894
-848
34
$1.39M 0.53%
6,671
-623
35
$1.33M 0.51%
15,871
+422
36
$1.31M 0.5%
7,267
+144
37
$1.29M 0.49%
7,054
-745
38
$1.29M 0.49%
2,439
-21
39
$1.24M 0.47%
3,393
+185
40
$1.23M 0.47%
3,996
+53
41
$1.11M 0.42%
21,724
-2,334
42
$1.05M 0.4%
5,152
-345
43
$1.04M 0.4%
2,418
-347
44
$1.02M 0.39%
9,718
-459
45
$1.01M 0.39%
4,225
-330
46
$1.01M 0.38%
4,700
47
$1M 0.38%
2,060
-228
48
$1,000K 0.38%
88,394
49
$968K 0.37%
2,921
50
$953K 0.36%
31,035
-2
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2
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