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
676
$21.3K 0.01%
791
-301
677
$21.1K 0.01%
89
-14
678
$21.1K 0.01%
400
679
$21K 0.01%
2,849
680
$21K 0.01%
200
681
$20.8K 0.01%
421
+403
682
$20.8K 0.01%
6,348
+1,535
683
$20.6K 0.01%
724
+5
684
$20.5K 0.01%
453
+2
685
$20.3K 0.01%
1,600
686
$20.1K 0.01%
403
+1
687
$20K 0.01%
1,600
-629
688
$19.9K 0.01%
450
689
$19.9K 0.01%
506
690
$19.9K 0.01%
1,709
691
$19.9K 0.01%
3,111
+1,923
692
$19.9K 0.01%
734
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693
$19.8K 0.01%
141
694
$19.8K 0.01%
559
-323
695
$19.8K 0.01%
487
696
$19.8K 0.01%
1,166
+1,144
697
$19.8K 0.01%
401
698
$19.7K 0.01%
1,128
699
$19.6K 0.01%
525
700
$19.6K 0.01%
+1,328
26 27
28
29 30