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
$254M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1 +$766K
2 +$225K
3 +$215K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$202K
5
VB icon
Vanguard Small-Cap ETF
VB
+$200K

Top Sells

1 +$444K
2 +$159K
3 +$148K
4
GME icon
GameStop
GME
+$107K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$100K

Sector Composition

1 Technology 15.17%
2 Financials 11.82%
3 Healthcare 10.73%
4 Industrials 7.13%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$16.5K 0.01%
361
727
$16.5K 0.01%
545
-21
728
$16.5K 0.01%
450
729
$16.4K 0.01%
336
730
$16.4K 0.01%
192
-20
731
$16.4K 0.01%
611
+67
732
$16.3K 0.01%
89
733
$16.3K 0.01%
612
734
$16.3K 0.01%
414
735
$16.3K 0.01%
432
736
$16.2K 0.01%
1,023
737
$16.2K 0.01%
349
738
$16.2K 0.01%
515
739
$16.1K 0.01%
285
740
$16.1K 0.01%
2,958
741
$16.1K 0.01%
231
742
$16.1K 0.01%
54
743
$16K 0.01%
1,364
744
$15.8K 0.01%
57
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745
$15.8K 0.01%
105
-6
746
$15.7K 0.01%
564
747
$15.7K 0.01%
408
+218
748
$15.7K 0.01%
854
749
$15.6K 0.01%
1,260
750
$15.5K 0.01%
1,609