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
526
$21.4K 0.01%
72
527
$21.3K 0.01%
470
-139
528
$21.3K 0.01%
270
-33
529
$21.3K 0.01%
136
530
$21.2K 0.01%
910
531
$21.2K 0.01%
18
532
$21.2K 0.01%
407
533
$21.1K 0.01%
371
534
$21.1K 0.01%
1,600
535
$21K 0.01%
101
-3
536
$20.8K 0.01%
792
537
$20.6K 0.01%
508
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538
$20.4K 0.01%
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539
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540
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541
$20.2K 0.01%
840
542
$20.1K 0.01%
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$20K 0.01%
2,282
544
$19.9K 0.01%
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545
$19.9K 0.01%
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546
$19.8K 0.01%
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547
$19.8K 0.01%
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548
$19.6K 0.01%
658
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549
$19.6K 0.01%
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550
$19.6K 0.01%
1,236
+926
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