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
776
$16.6K 0.01%
106
+3
777
$16.6K 0.01%
106
+1
778
$16.6K 0.01%
1,367
-497
779
$16.5K 0.01%
732
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780
$16.4K 0.01%
408
781
$16.4K 0.01%
42
+6
782
$16.3K 0.01%
566
-239
783
$16.3K 0.01%
124
784
$16.2K 0.01%
100
785
$16.2K 0.01%
175
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786
$16.1K 0.01%
709
-29
787
$16.1K 0.01%
135
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788
$16K 0.01%
179
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789
$16K 0.01%
64
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790
$16K 0.01%
440
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$16K 0.01%
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105
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795
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$15.8K 0.01%
1,135
797
$15.8K 0.01%
345
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$15.8K 0.01%
339
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799
$15.7K 0.01%
160
+1
800
$15.7K 0.01%
320
+166
30 31
32
33 34