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
776
$16.4K 0.01%
372
+85
777
$16.4K 0.01%
645
778
$16.4K 0.01%
324
-26
779
$16.3K 0.01%
439
-124
780
$16.3K 0.01%
1,232
781
$16.2K 0.01%
246
782
$16.1K 0.01%
867
+860
783
$16.1K 0.01%
67
784
$16.1K 0.01%
134
+20
785
$16K 0.01%
4,216
+1,493
786
$16K 0.01%
89
787
$15.9K 0.01%
195
788
$15.8K 0.01%
1,421
-223
789
$15.8K 0.01%
300
790
$15.8K 0.01%
372
791
$15.8K 0.01%
263
+3
792
$15.7K 0.01%
399
793
$15.6K 0.01%
340
+1
794
$15.6K 0.01%
411
795
$15.6K 0.01%
671
796
$15.6K 0.01%
380
-75
797
$15.5K 0.01%
411
-298
798
$15.4K 0.01%
1,731
+2
799
$15.4K 0.01%
+968
800
$15.3K 0.01%
1,085
30 31
32
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