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
551
$30.3K 0.01%
789
552
$30.3K 0.01%
5,551
553
$30K 0.01%
322
554
$29.8K 0.01%
547
555
$29.7K 0.01%
470
-77
556
$29.6K 0.01%
3,079
+893
557
$29.5K 0.01%
+1,269
558
$29.3K 0.01%
373
559
$29.3K 0.01%
562
+270
560
$29.2K 0.01%
2,529
561
$29.2K 0.01%
290
562
$29.2K 0.01%
462
563
$29.2K 0.01%
195
564
$28.8K 0.01%
539
565
$28.8K 0.01%
913
-1
566
$28.8K 0.01%
1,198
+1,155
567
$28.6K 0.01%
3,579
-2,929
568
$28.4K 0.01%
560
-452
569
$28.2K 0.01%
585
570
$28.1K 0.01%
+1,509
571
$28K 0.01%
567
572
$27.9K 0.01%
278
+94
573
$27.9K 0.01%
351
+126
574
$27.7K 0.01%
1,006
+664
575
$27.7K 0.01%
1,120
21 22
23
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