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
801
$8.09K ﹤0.01%
1,085
802
$8.05K ﹤0.01%
428
+194
803
$8.03K ﹤0.01%
56
804
$8.02K ﹤0.01%
450
+23
805
$7.97K ﹤0.01%
134
806
$7.94K ﹤0.01%
+369
807
$7.85K ﹤0.01%
451
-110
808
$7.76K ﹤0.01%
578
809
$7.75K ﹤0.01%
98
810
$7.71K ﹤0.01%
280
+120
811
$7.55K ﹤0.01%
466
812
$7.54K ﹤0.01%
271
813
$7.44K ﹤0.01%
350
814
$7.41K ﹤0.01%
474
815
$7.38K ﹤0.01%
283
+139
816
$7.35K ﹤0.01%
80
817
$7.32K ﹤0.01%
+360
818
$7.24K ﹤0.01%
79
819
$7.24K ﹤0.01%
67
820
$7.24K ﹤0.01%
1,439
821
$7.24K ﹤0.01%
122
822
$7.23K ﹤0.01%
1,260
-745
823
$7.23K ﹤0.01%
636
824
$7.13K ﹤0.01%
34
825
$7.08K ﹤0.01%
137
+17
31 32
33
34 35