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
$254M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1 +$766K
2 +$225K
3 +$215K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$202K
5
VB icon
Vanguard Small-Cap ETF
VB
+$200K

Top Sells

1 +$444K
2 +$159K
3 +$148K
4
GME icon
GameStop
GME
+$107K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$100K

Sector Composition

1 Technology 15.17%
2 Financials 11.82%
3 Healthcare 10.73%
4 Industrials 7.13%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$19.7K 0.01%
2,805
677
$19.6K 0.01%
1,464
678
$19.4K 0.01%
644
679
$19.4K 0.01%
391
680
$19.3K 0.01%
185
681
$19.3K 0.01%
290
+10
682
$19.2K 0.01%
738
683
$19.2K 0.01%
500
684
$19.1K 0.01%
4,000
685
$19K 0.01%
808
686
$18.8K 0.01%
307
+140
687
$18.8K 0.01%
761
688
$18.7K 0.01%
84
689
$18.7K 0.01%
71
690
$18.7K 0.01%
259
691
$18.7K 0.01%
1,173
692
$18.6K 0.01%
2,325
693
$18.6K 0.01%
550
694
$18.5K 0.01%
746
695
$18.4K 0.01%
704
696
$18.4K 0.01%
768
+14
697
$18.3K 0.01%
621
+76
698
$18.3K 0.01%
211
699
$18.2K 0.01%
1,719
700
$18.2K 0.01%
2,204
+105