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
$254M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1 +$766K
2 +$225K
3 +$215K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$202K
5
VB icon
Vanguard Small-Cap ETF
VB
+$200K

Top Sells

1 +$444K
2 +$159K
3 +$148K
4
GME icon
GameStop
GME
+$107K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$100K

Sector Composition

1 Technology 15.17%
2 Financials 11.82%
3 Healthcare 10.73%
4 Industrials 7.13%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$23.1K 0.01%
400
627
$23.1K 0.01%
1,179
628
$23.1K 0.01%
551
629
$23.1K 0.01%
1,197
630
$23K 0.01%
1,512
631
$23K 0.01%
686
632
$22.9K 0.01%
389
+262
633
$22.9K 0.01%
571
634
$22.8K 0.01%
+2,518
635
$22.8K 0.01%
1,162
+427
636
$22.7K 0.01%
815
637
$22.7K 0.01%
1,499
638
$22.6K 0.01%
504
639
$22.5K 0.01%
521
640
$22.5K 0.01%
80
+3
641
$22.3K 0.01%
448
642
$22.3K 0.01%
1,044
643
$22.3K 0.01%
1,009
+265
644
$22.2K 0.01%
545
645
$22.2K 0.01%
347
646
$22.1K 0.01%
2,232
647
$22.1K 0.01%
270
648
$22K 0.01%
1,195
649
$22K 0.01%
109
-6
650
$21.9K 0.01%
1,112