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
801
$15.6K 0.01%
942
+24
802
$15.5K 0.01%
548
803
$15.4K 0.01%
+5,519
804
$15.4K 0.01%
71
+4
805
$15.4K 0.01%
170
806
$15.3K 0.01%
407
807
$15.3K 0.01%
163
+3
808
$15K 0.01%
41
+15
809
$15K 0.01%
822
+21
810
$15K 0.01%
106
811
$15K 0.01%
65
+5
812
$15K 0.01%
411
813
$14.9K 0.01%
42
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814
$14.9K 0.01%
282
-5
815
$14.9K 0.01%
478
816
$14.8K 0.01%
388
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817
$14.8K 0.01%
385
818
$14.8K 0.01%
267
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$14.8K 0.01%
523
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820
$14.8K 0.01%
187
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821
$14.8K 0.01%
43
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822
$14.8K 0.01%
1,978
+1,944
823
$14.7K 0.01%
932
824
$14.7K 0.01%
1,185
+1,177
825
$14.7K 0.01%
382
+369
31 32
33
34 35