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
501
$36.8K 0.01%
369
+4
502
$36.8K 0.01%
580
503
$36.5K 0.01%
1,277
-7
504
$36.5K 0.01%
1,852
505
$36.5K 0.01%
472
506
$36.4K 0.01%
507
507
$36.4K 0.01%
511
+1
508
$36.2K 0.01%
412
509
$36.1K 0.01%
485
+18
510
$36.1K 0.01%
515
+175
511
$36.1K 0.01%
197
-6
512
$36.1K 0.01%
262
-1
513
$35.9K 0.01%
5,171
+21
514
$35.9K 0.01%
685
-28,483
515
$35.7K 0.01%
636
-6
516
$35.6K 0.01%
953
517
$35.6K 0.01%
2,133
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518
$35.5K 0.01%
414
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519
$35.5K 0.01%
1,824
520
$35.2K 0.01%
989
521
$35K 0.01%
131
+10
522
$35K 0.01%
393
+104
523
$34.9K 0.01%
1,116
524
$34.7K 0.01%
2,833
525
$34.7K 0.01%
411
19 20
21
22 23