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
601
$16.4K 0.01%
813
602
$16.4K 0.01%
162
603
$16.3K 0.01%
418
604
$16.2K 0.01%
+380
605
$16.1K 0.01%
413
606
$16K 0.01%
192
607
$15.9K 0.01%
400
608
$15.9K 0.01%
1,024
609
$15.8K 0.01%
254
610
$15.8K 0.01%
424
611
$15.8K 0.01%
371
612
$15.7K 0.01%
391
613
$15.7K 0.01%
287
614
$15.6K 0.01%
492
615
$15.6K 0.01%
270
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616
$15.5K 0.01%
640
+625
617
$15.4K 0.01%
9
618
$15.4K 0.01%
1,234
619
$15.3K 0.01%
500
620
$15.3K 0.01%
+85
621
$15.2K 0.01%
208
622
$15.1K 0.01%
394
623
$15.1K 0.01%
84
624
$15K 0.01%
536
625
$15K 0.01%
493