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
551
$32.1K 0.01%
412
+2
552
$32.1K 0.01%
665
-4
553
$31.9K 0.01%
1,549
+198
554
$31.9K 0.01%
835
+591
555
$31.8K 0.01%
1,024
-13
556
$31.7K 0.01%
750
-5
557
$31.6K 0.01%
401
558
$31.5K 0.01%
2,416
559
$31.4K 0.01%
384
+1
560
$31.2K 0.01%
75
561
$31.2K 0.01%
497
+492
562
$31.1K 0.01%
1,613
+482
563
$31.1K 0.01%
+1,418
564
$31.1K 0.01%
328
-7
565
$30.9K 0.01%
1,227
+361
566
$30.8K 0.01%
202
567
$30.8K 0.01%
692
568
$30.8K 0.01%
552
569
$30.7K 0.01%
330
+46
570
$30.6K 0.01%
670
571
$30.4K 0.01%
838
+30
572
$30.2K 0.01%
358
+5
573
$30.2K 0.01%
291
+10
574
$30.2K 0.01%
730
575
$30.1K 0.01%
571
-4
21 22
23
24 25