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
601
$28.1K 0.01%
1,226
602
$27.9K 0.01%
850
+341
603
$27.7K 0.01%
525
+30
604
$27.7K 0.01%
833
+10
605
$27.6K 0.01%
540
+13
606
$27.6K 0.01%
1,120
607
$27.4K 0.01%
415
-11
608
$27.4K 0.01%
653
609
$27.4K 0.01%
1,075
+44
610
$27.2K 0.01%
362
-6
611
$27.2K 0.01%
613
+141
612
$27.1K 0.01%
463
613
$26.9K 0.01%
647
614
$26.7K 0.01%
480
615
$26.6K 0.01%
283
+87
616
$26.6K 0.01%
201
+8
617
$26.5K 0.01%
640
-29
618
$26.4K 0.01%
545
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619
$26.3K 0.01%
798
620
$26.1K 0.01%
990
-11
621
$26K 0.01%
2,866
+13
622
$25.9K 0.01%
278
+5
623
$25.9K 0.01%
227
624
$25.9K 0.01%
809
+7
625
$25.8K 0.01%
11
+2
23 24
25
26 27