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
751
$17.4K 0.01%
497
-353
752
$17.4K 0.01%
499
753
$17.4K 0.01%
49
754
$17.4K 0.01%
96
755
$17.3K 0.01%
12
+7
756
$17.3K 0.01%
106
757
$17.3K 0.01%
84
-3
758
$17.2K 0.01%
500
-26
759
$17.1K 0.01%
109
+3
760
$17.1K 0.01%
827
+5
761
$17K 0.01%
110
762
$17K 0.01%
145
-3
763
$17K 0.01%
1,597
+784
764
$17K 0.01%
256
765
$16.8K 0.01%
527
+174
766
$16.7K 0.01%
784
-4
767
$16.7K 0.01%
808
768
$16.7K 0.01%
1,810
+1,749
769
$16.7K 0.01%
1,707
770
$16.7K 0.01%
1,195
771
$16.6K 0.01%
440
772
$16.5K 0.01%
440
773
$16.5K 0.01%
1,138
774
$16.5K 0.01%
378
-281
775
$16.4K 0.01%
71
29 30
31
32 33