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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$257K
3
+$243K
4
AAPL icon
Apple
AAPL
+$185K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1
+$234K
2
+$220K
3
+$200K
4
ABBV icon
AbbVie
ABBV
+$99.5K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$9.58K ﹤0.01%
207
752
$9.55K ﹤0.01%
136
-4
753
$9.55K ﹤0.01%
+371
754
$9.54K ﹤0.01%
776
-27
755
$9.53K ﹤0.01%
185
756
$9.42K ﹤0.01%
520
757
$9.41K ﹤0.01%
75
758
$9.39K ﹤0.01%
808
759
$9.32K ﹤0.01%
3,967
760
$9.32K ﹤0.01%
571
-1
761
$9.31K ﹤0.01%
37
762
$9.29K ﹤0.01%
256
763
$9.28K ﹤0.01%
1,609
764
$9.24K ﹤0.01%
755
765
$9.22K ﹤0.01%
300
+30
766
$9.2K ﹤0.01%
296
-15
767
$9.17K ﹤0.01%
186
768
$9.15K ﹤0.01%
+1,686
769
$9.15K ﹤0.01%
488
770
$9.13K ﹤0.01%
+1,112
771
$9.1K ﹤0.01%
550
772
$9.07K ﹤0.01%
3,024
773
$9.01K ﹤0.01%
44
774
$8.91K ﹤0.01%
40
+7
775
$8.89K ﹤0.01%
48
29 30
31
32 33