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
576
$30K 0.01%
791
+5
577
$30K 0.01%
543
578
$30K 0.01%
67
+2
579
$29.9K 0.01%
565
+182
580
$29.9K 0.01%
99
+18
581
$29.8K 0.01%
1,364
-12
582
$29.6K 0.01%
209
583
$29.6K 0.01%
667
584
$29.3K 0.01%
1,516
+4
585
$29K 0.01%
667
+3
586
$28.8K 0.01%
729
+28
587
$28.7K 0.01%
207
588
$28.7K 0.01%
721
+495
589
$28.7K 0.01%
317
-4
590
$28.7K 0.01%
894
+3
591
$28.5K 0.01%
471
-6
592
$28.5K 0.01%
482
+22
593
$28.4K 0.01%
2,547
594
$28.4K 0.01%
1,128
-11
595
$28.4K 0.01%
+190
596
$28.4K 0.01%
1,285
+1,262
597
$28.4K 0.01%
879
+20
598
$28.4K 0.01%
136
599
$28.3K 0.01%
697
+264
600
$28.2K 0.01%
789
+8
22 23
24
25 26