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
$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
726
$18.9K 0.01%
208
727
$18.9K 0.01%
547
+94
728
$18.8K 0.01%
379
+6
729
$18.7K 0.01%
1,093
+1
730
$18.7K 0.01%
4,079
-960
731
$18.7K 0.01%
158
+68
732
$18.7K 0.01%
235
+91
733
$18.7K 0.01%
493
+31
734
$18.5K 0.01%
233
+1
735
$18.5K 0.01%
811
+385
736
$18.3K 0.01%
1,715
737
$18.2K 0.01%
600
-5
738
$18.1K 0.01%
446
-23
739
$18.1K 0.01%
350
+342
740
$18K 0.01%
684
741
$17.9K 0.01%
53
+12
742
$17.9K 0.01%
764
743
$17.8K 0.01%
307
+59
744
$17.8K 0.01%
465
+454
745
$17.8K 0.01%
813
-5
746
$17.7K 0.01%
656
747
$17.7K 0.01%
2,994
748
$17.6K 0.01%
1,600
-41
749
$17.6K 0.01%
530
+94
750
$17.5K 0.01%
372
28 29
30
31 32