SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1 +$627K
2 +$257K
3 +$243K
4
AAPL icon
Apple
AAPL
+$185K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1 +$234K
2 +$220K
3 +$200K
4
ABBV icon
AbbVie
ABBV
+$99.5K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.8K 0.01%
399
577
$17.7K 0.01%
877
578
$17.6K 0.01%
5,510
579
$17.6K 0.01%
3,179
580
$17.6K 0.01%
342
581
$17.5K 0.01%
1,512
582
$17.5K 0.01%
442
583
$17.5K 0.01%
185
584
$17.5K 0.01%
2,325
585
$17.4K 0.01%
75
586
$17.4K 0.01%
521
587
$17.3K 0.01%
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588
$17.1K 0.01%
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$17K 0.01%
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$17K 0.01%
637
593
$16.9K 0.01%
2,189
+1,725
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$16.8K 0.01%
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$16.7K 0.01%
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$16.6K 0.01%
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$16.4K 0.01%
722
599
$16.4K 0.01%
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$16.4K 0.01%
432