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
751
$15.5K 0.01%
63
-12
752
$15.5K 0.01%
120
753
$15.5K 0.01%
371
754
$15.4K 0.01%
99
+13
755
$15.2K 0.01%
292
756
$15K 0.01%
275
757
$14.9K 0.01%
438
+60
758
$14.9K 0.01%
207
759
$14.9K 0.01%
222
760
$14.9K 0.01%
+1,050
761
$14.8K 0.01%
86
+3
762
$14.8K 0.01%
190
763
$14.7K 0.01%
402
764
$14.7K 0.01%
178
765
$14.5K 0.01%
327
766
$14.5K 0.01%
149
767
$14.5K 0.01%
242
768
$14.5K 0.01%
+141
769
$14.5K 0.01%
536
770
$14.4K 0.01%
105
771
$14.4K 0.01%
+149
772
$14.3K 0.01%
186
773
$14.3K 0.01%
272
774
$14.2K 0.01%
345
775
$14.1K 0.01%
369