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
651
$24.2K 0.01%
408
+144
652
$24.1K 0.01%
1,116
+89
653
$24.1K 0.01%
739
+251
654
$24.1K 0.01%
174
+116
655
$24K 0.01%
1,391
-177
656
$24K 0.01%
606
+602
657
$23.8K 0.01%
183
658
$23.8K 0.01%
1,709
+8
659
$23.8K 0.01%
144
+15
660
$23.8K 0.01%
323
661
$23.7K 0.01%
95
+7
662
$23.5K 0.01%
189
+4
663
$23.2K 0.01%
104
+1
664
$23.2K 0.01%
169
+7
665
$23.2K 0.01%
522
-8
666
$23.1K 0.01%
1,707
667
$23K 0.01%
216
+20
668
$22.9K 0.01%
451
+5
669
$22.9K 0.01%
272
+16
670
$22.7K 0.01%
87
+7
671
$22.7K 0.01%
300
+73
672
$22.6K 0.01%
249
673
$22.6K 0.01%
454
+77
674
$22.6K 0.01%
3,415
+1,811
675
$22.5K 0.01%
170
+13
25 26
27
28 29