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
676
$22.4K 0.01%
311
+21
677
$22.2K 0.01%
531
678
$22.2K 0.01%
2,406
679
$22.1K 0.01%
245
+13
680
$22.1K 0.01%
265
681
$22K 0.01%
220
+8
682
$21.9K 0.01%
86
-1
683
$21.8K 0.01%
374
684
$21.8K 0.01%
80
-3
685
$21.6K 0.01%
338
-28
686
$21.6K 0.01%
500
687
$21.5K 0.01%
273
688
$21.5K 0.01%
216
+48
689
$21.3K 0.01%
394
-68
690
$21.2K 0.01%
785
+769
691
$21.2K 0.01%
512
+20
692
$21.1K 0.01%
436
693
$21K 0.01%
411
-6
694
$20.9K 0.01%
1,240
+55
695
$20.9K 0.01%
487
-6
696
$20.9K 0.01%
256
697
$20.9K 0.01%
366
+58
698
$20.7K 0.01%
83
+4
699
$20.7K 0.01%
+1,572
700
$20.7K 0.01%
416
+16
26 27
28
29 30