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
776
$14.1K 0.01%
319
777
$14.1K 0.01%
62
+2
778
$14.1K 0.01%
1,959
779
$14.1K 0.01%
2,786
780
$14.1K 0.01%
608
781
$13.8K 0.01%
185
782
$13.8K 0.01%
141
783
$13.7K 0.01%
+1,916
784
$13.6K 0.01%
225
+34
785
$13.4K 0.01%
492
+52
786
$13.3K 0.01%
500
787
$13.3K 0.01%
401
788
$13.2K 0.01%
380
789
$13.2K 0.01%
40
790
$13.1K 0.01%
362
791
$13.1K 0.01%
588
792
$13.1K 0.01%
284
+55
793
$13K 0.01%
163
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794
$13K 0.01%
94
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795
$13K 0.01%
196
-8
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$12.9K 0.01%
311
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797
$12.9K 0.01%
310
798
$12.9K 0.01%
227
+6
799
$12.9K 0.01%
590
+176
800
$12.9K 0.01%
490
30 31
32
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