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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$634K
2
+$326K
3
+$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1
+$221K
2
+$219K
3
+$198K
4
ABBV icon
AbbVie
ABBV
+$107K
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
676
$12.6K 0.01%
1,349
-29
677
$12.6K 0.01%
190
678
$12.5K 0.01%
412
-102
679
$12.4K 0.01%
149
680
$12.4K 0.01%
108
681
$12.4K 0.01%
2,239
+1,637
682
$12.2K 0.01%
234
683
$12.1K 0.01%
372
684
$12.1K 0.01%
2,955
685
$12K 0.01%
402
686
$12K 0.01%
100
687
$11.9K 0.01%
+532
688
$11.8K 0.01%
564
689
$11.7K 0.01%
+780
690
$11.6K 0.01%
191
+10
691
$11.6K 0.01%
1,097
692
$11.6K 0.01%
675
+444
693
$11.6K 0.01%
50
694
$11.5K 0.01%
337
695
$11.5K 0.01%
3,769
+1,595
696
$11.4K 0.01%
259
-260
697
$11.4K 0.01%
1,889
-725
698
$11.3K 0.01%
39
699
$11.3K 0.01%
+604
700
$11.3K 0.01%
832
-838
26 27
28
29 30