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
701
$11.3K 0.01%
832
-838
702
$11.2K 0.01%
190
-40
703
$11.2K 0.01%
1,701
704
$11.2K 0.01%
+95
705
$11.2K 0.01%
195
706
$11.2K 0.01%
802
-544
707
$11.2K 0.01%
943
708
$11.1K 0.01%
1,959
709
$11.1K 0.01%
2,099
710
$11.1K 0.01%
349
711
$10.9K 0.01%
336
712
$10.9K 0.01%
285
713
$10.9K 0.01%
815
714
$10.9K 0.01%
79
715
$10.8K 0.01%
34
716
$10.8K 0.01%
1,141
+286
717
$10.8K 0.01%
820
+810
718
$10.7K 0.01%
1,007
719
$10.7K 0.01%
231
720
$10.7K 0.01%
439
721
$10.7K 0.01%
531
+17
722
$10.7K 0.01%
+1,173
723
$10.6K 0.01%
345
724
$10.6K 0.01%
83
725
$10.6K 0.01%
+1,149
27 28
29
30 31