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
476
$37.1K 0.01%
2,203
477
$37.1K 0.01%
252
+7
478
$37.1K 0.01%
2,203
+13
479
$36.8K 0.01%
1,759
480
$36.8K 0.01%
2,290
-4
481
$36.7K 0.01%
462
482
$36.7K 0.01%
560
+154
483
$36.6K 0.01%
1,563
+1,540
484
$36.6K 0.01%
1,968
-633
485
$36.4K 0.01%
773
486
$36.3K 0.01%
+715
487
$36.1K 0.01%
413
488
$36K 0.01%
214
489
$35.9K 0.01%
1,060
-1,410
490
$35.9K 0.01%
4,974
491
$35.8K 0.01%
553
-69
492
$35.7K 0.01%
1,557
493
$35.6K 0.01%
406
494
$35.5K 0.01%
415
495
$35.5K 0.01%
897
+15
496
$35.4K 0.01%
1,297
+6
497
$35.4K 0.01%
798
498
$35.2K 0.01%
1,632
-1,520
499
$35.2K 0.01%
144
+18
500
$34.8K 0.01%
509
+97
18 19
20
21 22