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
501
$34.5K 0.01%
454
502
$34.4K 0.01%
2,036
+2,001
503
$34.3K 0.01%
2,030
-73
504
$34.2K 0.01%
114
-1
505
$34.2K 0.01%
626
506
$34.1K 0.01%
2,239
+2,202
507
$34.1K 0.01%
1,238
508
$34K 0.01%
1,896
+7
509
$33.9K 0.01%
616
510
$33.8K 0.01%
2,910
+26
511
$33.8K 0.01%
1,516
512
$33.7K 0.01%
2,413
513
$33.7K 0.01%
1,657
+11
514
$33.5K 0.01%
175
-67
515
$33.2K 0.01%
6,275
516
$33.1K 0.01%
+2,300
517
$32.8K 0.01%
1,979
518
$32.8K 0.01%
2,455
+2,409
519
$32.8K 0.01%
1,236
520
$32.5K 0.01%
529
-19
521
$32.4K 0.01%
75
-12
522
$32.4K 0.01%
809
+4
523
$32.3K 0.01%
674
+8
524
$32.2K 0.01%
200
+25
525
$32.2K 0.01%
472
19 20
21
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