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
$254M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$225K
3
+$215K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$202K
5
VB icon
Vanguard Small-Cap ETF
VB
+$200K

Top Sells

1
+$444K
2
+$159K
3
+$148K
4
GME icon
GameStop
GME
+$107K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$100K

Sector Composition

1 Technology 15.17%
2 Financials 11.82%
3 Healthcare 10.73%
4 Industrials 7.13%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$34.8K 0.01%
2,405
502
$34.7K 0.01%
572
503
$34.6K 0.01%
1,372
504
$34.6K 0.01%
803
505
$34.6K 0.01%
750
506
$34.5K 0.01%
376
507
$34.4K 0.01%
5,510
508
$34.4K 0.01%
340
+15
509
$34.1K 0.01%
1,119
510
$33.7K 0.01%
405
511
$33.6K 0.01%
403
512
$33.6K 0.01%
254
513
$33.5K 0.01%
472
514
$33.3K 0.01%
661
515
$33.2K 0.01%
1,116
516
$33.2K 0.01%
732
517
$33.2K 0.01%
790
518
$33.1K 0.01%
200
+1
519
$32.9K 0.01%
687
520
$32.9K 0.01%
3,158
521
$32.8K 0.01%
680
-20
522
$32.8K 0.01%
1,503
523
$32.6K 0.01%
2,332
-160
524
$32.3K 0.01%
456
525
$32.2K 0.01%
1,600
19 20
21
22 23