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
701
$20.6K 0.01%
257
+76
702
$20.6K 0.01%
695
703
$20.6K 0.01%
238
-45
704
$20.5K 0.01%
819
705
$20.5K 0.01%
322
+4
706
$20.4K 0.01%
731
+5
707
$20.4K 0.01%
319
-9
708
$20.3K 0.01%
472
+11
709
$20.2K 0.01%
779
+219
710
$20K 0.01%
392
+130
711
$19.9K 0.01%
+2,518
712
$19.8K 0.01%
1,023
-35
713
$19.8K 0.01%
1,643
+29
714
$19.8K 0.01%
486
+55
715
$19.4K 0.01%
311
+31
716
$19.4K 0.01%
952
+365
717
$19.3K 0.01%
277
+40
718
$19.2K 0.01%
1,065
+1,031
719
$19.2K 0.01%
196
-5
720
$19.1K 0.01%
280
+91
721
$19.1K 0.01%
421
722
$19K 0.01%
139
+54
723
$19K 0.01%
397
+34
724
$19K 0.01%
331
725
$19K 0.01%
603
+25
27 28
29
30 31