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
476
$40.3K 0.01%
3,395
-30
477
$40.3K 0.01%
2,561
478
$40.3K 0.01%
918
+152
479
$40.1K 0.01%
426
-2
480
$40K 0.01%
995
-6
481
$39.6K 0.01%
103
+3
482
$39.5K 0.01%
1,619
483
$39.5K 0.01%
231
-3
484
$39.2K 0.01%
699
+11
485
$39.2K 0.01%
461
-3
486
$39.1K 0.01%
415
+69
487
$38.9K 0.01%
436
-91
488
$38.8K 0.01%
19
489
$38.8K 0.01%
2,616
-17
490
$38.8K 0.01%
162
491
$38.4K 0.01%
726
-10
492
$38.3K 0.01%
649
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493
$38.3K 0.01%
1,421
-17
494
$38K 0.01%
1,413
495
$38K 0.01%
2,543
496
$37.9K 0.01%
894
+142
497
$37.7K 0.01%
2,222
+17
498
$37.5K 0.01%
951
-2
499
$36.9K 0.01%
1,639
+144
500
$36.9K 0.01%
237
18 19
20
21 22