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
776
$8.81K ﹤0.01%
65
777
$8.8K ﹤0.01%
+3,044
778
$8.79K ﹤0.01%
378
779
$8.75K ﹤0.01%
497
+223
780
$8.75K ﹤0.01%
640
781
$8.73K ﹤0.01%
341
782
$8.72K ﹤0.01%
689
783
$8.71K ﹤0.01%
1,054
+540
784
$8.67K ﹤0.01%
414
+127
785
$8.65K ﹤0.01%
157
786
$8.59K ﹤0.01%
390
787
$8.57K ﹤0.01%
84
788
$8.55K ﹤0.01%
408
+17
789
$8.51K ﹤0.01%
746
790
$8.44K ﹤0.01%
644
-749
791
$8.4K ﹤0.01%
100
792
$8.38K ﹤0.01%
142
-7
793
$8.35K ﹤0.01%
416
794
$8.32K ﹤0.01%
490
795
$8.32K ﹤0.01%
792
-1,510
796
$8.3K ﹤0.01%
+612
797
$8.27K ﹤0.01%
+361
798
$8.25K ﹤0.01%
+746
799
$8.21K ﹤0.01%
+327
800
$8.15K ﹤0.01%
125
30 31
32
33 34