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
$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 15.09%
2 Healthcare 12.52%
3 Financials 9.62%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$18.5K 0.01%
204
-69
727
$18.5K 0.01%
1,732
-1,419
728
$18.1K 0.01%
631
+26
729
$18.1K 0.01%
349
730
$18.1K 0.01%
9
731
$18K 0.01%
208
732
$18K 0.01%
289
+96
733
$18K 0.01%
587
734
$17.9K 0.01%
313
735
$17.9K 0.01%
667
-24
736
$17.9K 0.01%
489
737
$17.9K 0.01%
168
738
$17.8K 0.01%
500
739
$17.8K 0.01%
412
740
$17.8K 0.01%
941
741
$17.7K 0.01%
206
742
$17.7K 0.01%
344
743
$17.6K 0.01%
691
-2
744
$17.6K 0.01%
2,986
745
$17.6K 0.01%
1,439
+899
746
$17.5K 0.01%
376
+26
747
$17.5K 0.01%
1,256
-1,357
748
$17.5K 0.01%
135
749
$17.5K 0.01%
408
750
$17.4K 0.01%
731
28 29
30
31 32