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
$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
51
$997K 0.34%
3,649
+8
52
$984K 0.34%
19,314
+243
53
$953K 0.33%
5,194
+124
54
$945K 0.33%
4,243
+33
55
$930K 0.32%
106,092
-3,920
56
$907K 0.31%
4,419
-35
57
$887K 0.31%
30,239
+24,014
58
$867K 0.3%
3,027
+175
59
$856K 0.29%
11,725
+68
60
$837K 0.29%
11,023
61
$827K 0.28%
16,685
-144
62
$817K 0.28%
3,141
+13
63
$793K 0.27%
43,208
-1,300
64
$778K 0.27%
3,667
+87
65
$778K 0.27%
1,762
+106
66
$772K 0.27%
10,112
67
$748K 0.26%
5,672
+21
68
$744K 0.26%
14,380
-2,655
69
$702K 0.24%
3,756
+21
70
$698K 0.24%
2,915
+13
71
$684K 0.24%
1,914
+19
72
$678K 0.23%
1,652
+32
73
$671K 0.23%
4,393
+26
74
$660K 0.23%
12,270
-10
75
$628K 0.22%
1,279
+8
1 2
3
4 5