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
526
$34.3K 0.01%
380
+5
527
$34.3K 0.01%
3,396
+1,337
528
$34.3K 0.01%
793
-4
529
$34.2K 0.01%
786
530
$33.9K 0.01%
1,051
+289
531
$33.9K 0.01%
104
+4
532
$33.7K 0.01%
687
533
$33.6K 0.01%
2,171
+255
534
$33.5K 0.01%
71
+3
535
$33.4K 0.01%
2,206
536
$33.3K 0.01%
3,158
-27
537
$33.2K 0.01%
1,248
538
$33.2K 0.01%
1,224
+22
539
$33K 0.01%
979
-17
540
$33K 0.01%
987
+146
541
$33K 0.01%
2,441
542
$32.9K 0.01%
285
+1
543
$32.8K 0.01%
2,041
544
$32.6K 0.01%
1,896
+7
545
$32.4K 0.01%
1,673
546
$32.3K 0.01%
5,510
-41
547
$32.3K 0.01%
913
-22
548
$32.2K 0.01%
217
+11
549
$32.1K 0.01%
713
-10
550
$32.1K 0.01%
484
+478
20 21
22
23 24