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
701
$19.5K 0.01%
235
+34
702
$19.5K 0.01%
592
+184
703
$19.5K 0.01%
770
-510
704
$19.4K 0.01%
519
705
$19.4K 0.01%
73
-57
706
$19.4K 0.01%
431
707
$19.2K 0.01%
852
-486
708
$19.2K 0.01%
450
-120
709
$19.1K 0.01%
2,828
-404
710
$19.1K 0.01%
102
+18
711
$19.1K 0.01%
580
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712
$19.1K 0.01%
1,607
713
$19K 0.01%
391
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714
$19K 0.01%
278
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715
$19K 0.01%
779
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716
$18.9K 0.01%
312
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717
$18.9K 0.01%
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718
$18.9K 0.01%
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719
$18.6K 0.01%
1,129
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720
$18.6K 0.01%
200
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721
$18.6K 0.01%
107
722
$18.6K 0.01%
1,181
723
$18.6K 0.01%
330
724
$18.6K 0.01%
106
725
$18.5K 0.01%
913
27 28
29
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