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
626
$25.8K 0.01%
107
-1
627
$25.8K 0.01%
1,401
+99
628
$25.8K 0.01%
123
+10
629
$25.7K 0.01%
1,639
+112
630
$25.6K 0.01%
2,349
+888
631
$25.4K 0.01%
453
-2
632
$25.2K 0.01%
1,214
633
$25.2K 0.01%
1,223
+12
634
$25.2K 0.01%
2,824
635
$25.1K 0.01%
36
+3
636
$25.1K 0.01%
1,607
-22
637
$25.1K 0.01%
1,394
+4
638
$25K 0.01%
+237
639
$24.9K 0.01%
564
+4
640
$24.9K 0.01%
985
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641
$24.7K 0.01%
1,480
642
$24.6K 0.01%
298
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643
$24.5K 0.01%
688
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644
$24.4K 0.01%
400
645
$24.4K 0.01%
6,452
+235
646
$24.3K 0.01%
738
+2
647
$24.3K 0.01%
896
+400
648
$24.2K 0.01%
1,394
-24
649
$24.2K 0.01%
149
-2
650
$24.2K 0.01%
2,222
+51
24 25
26
27 28