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
$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 15.13%
2 Healthcare 12.52%
3 Financials 9.58%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$928K 0.35%
5,615
+50
52
$883K 0.34%
7,167
-211
53
$857K 0.33%
21,739
-2,984
54
$853K 0.32%
11,851
+114
55
$848K 0.32%
800,235
-3
56
$820K 0.31%
10,999
-24
57
$809K 0.31%
55,370
-8,720
58
$785K 0.3%
7,121
+104
59
$769K 0.29%
3,712
-530
60
$761K 0.29%
26,789
-3,415
61
$752K 0.29%
3,197
+53
62
$725K 0.28%
25,839
63
$700K 0.27%
2,013
-40
64
$674K 0.26%
2,567
-7
65
$673K 0.26%
3,861
-558
66
$657K 0.25%
8,256
+12
67
$654K 0.25%
5,435
-785
68
$622K 0.24%
4,175
+98
69
$601K 0.23%
37,290
-4,576
70
$592K 0.23%
10,112
71
$588K 0.22%
6,709
+2,961
72
$576K 0.22%
1,122
+14
73
$562K 0.21%
8,436
-81
74
$562K 0.21%
3,804
+19
75
$555K 0.21%
1,657
-8
1 2
3
4 5