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
651
$13.7K 0.01%
1,197
652
$13.7K 0.01%
+1,083
653
$13.7K 0.01%
719
654
$13.6K 0.01%
+2,419
655
$13.6K 0.01%
414
656
$13.5K 0.01%
719
657
$13.4K 0.01%
301
+21
658
$13.3K 0.01%
608
659
$13.3K 0.01%
515
660
$13.2K 0.01%
1,088
661
$13.2K 0.01%
1,044
+271
662
$13.2K 0.01%
2,608
+1,760
663
$13.2K 0.01%
288
664
$13.1K 0.01%
+761
665
$13K 0.01%
1,952
+7
666
$12.9K 0.01%
1,701
+1,202
667
$12.9K 0.01%
211
668
$12.8K 0.01%
71
669
$12.8K 0.01%
317
-2
670
$12.8K 0.01%
292
671
$12.8K 0.01%
+3,623
672
$12.7K 0.01%
89
673
$12.7K 0.01%
+700
674
$12.7K 0.01%
325
675
$12.7K 0.01%
774