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
526
$32.1K 0.01%
95
527
$32K 0.01%
1,266
+602
528
$31.9K 0.01%
982
+84
529
$31.8K 0.01%
1,043
530
$31.7K 0.01%
821
531
$31.7K 0.01%
736
532
$31.7K 0.01%
140
533
$31.6K 0.01%
230
534
$31.6K 0.01%
1,048
535
$31.4K 0.01%
2,248
-1
536
$31.3K 0.01%
968
-143
537
$31.3K 0.01%
673
538
$31.3K 0.01%
271
+2
539
$31.2K 0.01%
264
-2
540
$31.2K 0.01%
736
541
$31.1K 0.01%
434
542
$31K 0.01%
207
543
$31K 0.01%
1,050
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544
$31K 0.01%
639
545
$30.9K 0.01%
197
546
$30.8K 0.01%
+1,466
547
$30.8K 0.01%
402
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548
$30.5K 0.01%
+4,942
549
$30.4K 0.01%
355
550
$30.3K 0.01%
1,023
20 21
22
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