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
601
$25.4K 0.01%
255
602
$25.3K 0.01%
+1,366
603
$25.1K 0.01%
493
-573
604
$25K 0.01%
523
-18
605
$24.9K 0.01%
80
-1
606
$24.9K 0.01%
646
+170
607
$24.9K 0.01%
1,370
608
$24.8K 0.01%
86
609
$24.8K 0.01%
1,380
+3
610
$24.7K 0.01%
406
611
$24.6K 0.01%
944
612
$24.5K 0.01%
1,405
-12
613
$24.4K 0.01%
2,865
614
$24.3K 0.01%
687
615
$24.3K 0.01%
2,821
616
$24.3K 0.01%
1,344
+614
617
$24.2K 0.01%
656
618
$24.2K 0.01%
550
-2
619
$24.2K 0.01%
1,090
+406
620
$24.2K 0.01%
670
621
$24.1K 0.01%
798
622
$24.1K 0.01%
76
-540
623
$24.1K 0.01%
522
624
$24K 0.01%
710
-23
625
$23.9K 0.01%
212
23 24
25
26 27