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
526
$32.2K 0.01%
658
527
$32.2K 0.01%
248
528
$32K 0.01%
1,846
529
$31.9K 0.01%
1,397
+270
530
$31.6K 0.01%
94
531
$31.6K 0.01%
1,346
+219
532
$31.5K 0.01%
2,189
533
$31.4K 0.01%
2,032
534
$31.3K 0.01%
411
+65
535
$31.3K 0.01%
360
+3
536
$31.1K 0.01%
640
537
$31.1K 0.01%
5,150
538
$30.9K 0.01%
684
539
$30.8K 0.01%
566
540
$30.8K 0.01%
522
541
$30.6K 0.01%
790
542
$30.6K 0.01%
1,695
+50
543
$30.5K 0.01%
464
544
$30.4K 0.01%
1,286
545
$30.4K 0.01%
424
546
$30.4K 0.01%
560
547
$30.2K 0.01%
2,007
548
$30.2K 0.01%
394
549
$30.2K 0.01%
+260
550
$30.1K 0.01%
2,853