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
51
$722K 0.35%
20,740
+124
52
$710K 0.34%
4,973
-23
53
$708K 0.34%
163,816
-2,015
54
$703K 0.34%
11,667
+108
55
$701K 0.34%
3,562
+3
56
$641K 0.31%
4,167
+177
57
$640K 0.31%
2,520
+3
58
$631K 0.31%
10,928
59
$617K 0.3%
4,116
-53
60
$616K 0.3%
1,822
61
$616K 0.3%
4,127
+3
62
$610K 0.3%
1,244
63
$592K 0.29%
3,101
+5
64
$579K 0.28%
1,607
65
$553K 0.27%
4,768
66
$547K 0.26%
3,475
+383
67
$541K 0.26%
1,412
+71
68
$536K 0.26%
2,133
+22
69
$533K 0.26%
39,400
-560
70
$526K 0.25%
2,375
+4
71
$518K 0.25%
4,406
+6
72
$511K 0.25%
11,056
-21
73
$495K 0.24%
34,400
-1,000
74
$489K 0.24%
2,884
-6
75
$486K 0.24%
4,380
-136
1 2
3
4 5