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
576
$27.6K 0.01%
611
-325
577
$27.5K 0.01%
3,473
-61
578
$27.4K 0.01%
295
+2
579
$27.1K 0.01%
386
-5
580
$27K 0.01%
753
581
$27K 0.01%
1,296
+1,291
582
$26.9K 0.01%
1,146
-260
583
$26.8K 0.01%
541
-315
584
$26.8K 0.01%
3,672
585
$26.7K 0.01%
523
-31
586
$26.6K 0.01%
661
587
$26.5K 0.01%
407
588
$26.4K 0.01%
158
589
$26.3K 0.01%
106
-11
590
$26.3K 0.01%
407
591
$26.2K 0.01%
+3,028
592
$26K 0.01%
36
-3
593
$25.9K 0.01%
779
594
$25.7K 0.01%
2,007
595
$25.7K 0.01%
1,863
596
$25.6K 0.01%
552
597
$25.5K 0.01%
655
598
$25.5K 0.01%
284
-3
599
$25.4K 0.01%
273
600
$25.4K 0.01%
712
22 23
24
25 26