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
751
$17.5K 0.01%
548
+4
752
$17.4K 0.01%
89
+3
753
$17.4K 0.01%
1,147
754
$17.3K 0.01%
349
-2
755
$17.3K 0.01%
621
756
$17.3K 0.01%
757
757
$17.3K 0.01%
3,324
+946
758
$17.3K 0.01%
421
759
$17.3K 0.01%
1,948
-6
760
$17.2K 0.01%
344
+8
761
$17.1K 0.01%
1,109
+5
762
$17.1K 0.01%
560
-6
763
$17K 0.01%
563
764
$17K 0.01%
210
+170
765
$17K 0.01%
399
+3
766
$16.9K 0.01%
1,180
+7
767
$16.9K 0.01%
337
768
$16.9K 0.01%
414
769
$16.8K 0.01%
110
+107
770
$16.8K 0.01%
203
-2
771
$16.7K 0.01%
1,297
+281
772
$16.7K 0.01%
565
+70
773
$16.7K 0.01%
677
+319
774
$16.7K 0.01%
294
+9
775
$16.7K 0.01%
238
+29
29 30
31
32 33