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
501
$23.2K 0.01%
180
502
$23.1K 0.01%
900
503
$23K 0.01%
1,236
-180
504
$22.9K 0.01%
1,286
+341
505
$22.9K 0.01%
790
506
$22.6K 0.01%
661
507
$22.5K 0.01%
492
508
$22.5K 0.01%
790
509
$22.5K 0.01%
552
510
$22.4K 0.01%
658
511
$22.3K 0.01%
3,043
512
$22.3K 0.01%
730
513
$22.3K 0.01%
1,144
-1
514
$22.1K 0.01%
2,405
+554
515
$22.1K 0.01%
94
516
$22.1K 0.01%
405
517
$22.1K 0.01%
70
+3
518
$22K 0.01%
190
519
$21.9K 0.01%
+1,399
520
$21.9K 0.01%
1,086
+866
521
$21.8K 0.01%
2,190
522
$21.7K 0.01%
1,645
523
$21.7K 0.01%
514
524
$21.5K 0.01%
440
525
$21.5K 0.01%
265
+160