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
676
$12.7K 0.01%
256
677
$12.6K 0.01%
1,349
-29
678
$12.6K 0.01%
190
679
$12.5K 0.01%
412
-102
680
$12.4K 0.01%
149
681
$12.4K 0.01%
108
682
$12.4K 0.01%
2,239
+1,637
683
$12.2K 0.01%
234
684
$12.1K 0.01%
372
685
$12.1K 0.01%
2,955
686
$12K 0.01%
402
687
$12K 0.01%
100
688
$11.9K 0.01%
+532
689
$11.8K 0.01%
564
690
$11.7K 0.01%
+780
691
$11.6K 0.01%
191
+10
692
$11.6K 0.01%
1,097
693
$11.6K 0.01%
675
+444
694
$11.6K 0.01%
50
695
$11.5K 0.01%
337
696
$11.5K 0.01%
3,769
+1,595
697
$11.4K 0.01%
259
-260
698
$11.4K 0.01%
1,889
-725
699
$11.3K 0.01%
39
700
$11.3K 0.01%
+604
26 27
28
29 30