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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$634K
2
+$326K
3
+$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1
+$221K
2
+$219K
3
+$198K
4
ABBV icon
AbbVie
ABBV
+$107K
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
526
$21.3K 0.01%
470
-139
527
$21.3K 0.01%
270
-33
528
$21.3K 0.01%
136
529
$21.2K 0.01%
910
530
$21.2K 0.01%
18
531
$21.2K 0.01%
407
532
$21.1K 0.01%
371
533
$21.1K 0.01%
1,600
534
$21K 0.01%
101
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535
$20.8K 0.01%
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536
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508
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537
$20.4K 0.01%
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538
$20.4K 0.01%
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539
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$20.2K 0.01%
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541
$20.1K 0.01%
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542
$20K 0.01%
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$19.9K 0.01%
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549
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550
$19.5K 0.01%
705
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