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
551
$30.1K 0.01%
+2,047
552
$30K 0.01%
123
+12
553
$29.9K 0.01%
353
+8
554
$29.8K 0.01%
2,239
555
$29.6K 0.01%
+2,820
556
$29.5K 0.01%
466
+21
557
$29.5K 0.01%
551
+6
558
$29.4K 0.01%
222
559
$29.4K 0.01%
404
+32
560
$29.4K 0.01%
430
+31
561
$29.3K 0.01%
1,686
562
$29.3K 0.01%
689
563
$29.2K 0.01%
1,331
564
$28.8K 0.01%
287
565
$28.8K 0.01%
637
+123
566
$28.6K 0.01%
1,226
567
$28.6K 0.01%
1,889
568
$28.4K 0.01%
202
569
$28.2K 0.01%
3,044
570
$28.2K 0.01%
2,190
571
$28.1K 0.01%
195
572
$28.1K 0.01%
+1,717
573
$28.1K 0.01%
362
574
$28.1K 0.01%
20
+2
575
$28.1K 0.01%
588
+303
21 22
23
24 25