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
626
$14.9K 0.01%
63
+12
627
$14.9K 0.01%
2,163
+1,528
628
$14.9K 0.01%
810
+268
629
$14.8K 0.01%
54
630
$14.8K 0.01%
505
+7
631
$14.7K 0.01%
704
632
$14.6K 0.01%
454
+330
633
$14.6K 0.01%
67
634
$14.6K 0.01%
+1,119
635
$14.5K 0.01%
+2,494
636
$14.4K 0.01%
1,464
637
$14.4K 0.01%
191
638
$14.4K 0.01%
667
639
$14.4K 0.01%
1,503
640
$14.3K 0.01%
+1,331
641
$14.3K 0.01%
165
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642
$14.3K 0.01%
149
643
$14.3K 0.01%
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644
$14.1K 0.01%
732
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645
$14.1K 0.01%
5,150
646
$14K 0.01%
117
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647
$14K 0.01%
+1,607
648
$13.9K 0.01%
361
649
$13.8K 0.01%
476
650
$13.7K 0.01%
475