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
626
$23.8K 0.01%
108
-3
627
$23.7K 0.01%
190
628
$23.7K 0.01%
136
629
$23.7K 0.01%
509
+1
630
$23.7K 0.01%
256
-54
631
$23.7K 0.01%
+1,980
632
$23.6K 0.01%
180
633
$23.6K 0.01%
268
634
$23.6K 0.01%
730
635
$23.6K 0.01%
690
636
$23.5K 0.01%
582
+274
637
$23.5K 0.01%
5,429
-1,957
638
$23.4K 0.01%
572
639
$23.3K 0.01%
2,219
+1,367
640
$23.3K 0.01%
142
-72
641
$23.3K 0.01%
1,020
642
$23.2K 0.01%
571
643
$23.2K 0.01%
588
+187
644
$23.1K 0.01%
512
+8
645
$23.1K 0.01%
+1,688
646
$23K 0.01%
72
+31
647
$22.9K 0.01%
237
648
$22.7K 0.01%
480
649
$22.7K 0.01%
360
650
$22.4K 0.01%
329
-352
24 25
26
27 28