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
651
$22.3K 0.01%
163
-4
652
$22.3K 0.01%
2,408
-748
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$22.2K 0.01%
457
-575
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$22.2K 0.01%
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655
$22.2K 0.01%
1,675
656
$22.1K 0.01%
91
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657
$22.1K 0.01%
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658
$22K 0.01%
95
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659
$21.9K 0.01%
807
-147
660
$21.8K 0.01%
817
661
$21.7K 0.01%
3,412
-20
662
$21.7K 0.01%
400
663
$21.7K 0.01%
309
-27
664
$21.6K 0.01%
1,126
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665
$21.6K 0.01%
1,944
-114
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$21.6K 0.01%
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668
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669
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600
671
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1,189
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$21.3K 0.01%
2,079
673
$21.3K 0.01%
276
674
$21.3K 0.01%
253
675
$21.3K 0.01%
+773
25 26
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