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
801
$15.3K 0.01%
254
802
$15.2K 0.01%
100
803
$15.2K 0.01%
70
-2
804
$15.2K 0.01%
187
+69
805
$15.1K 0.01%
398
+15
806
$15.1K 0.01%
338
807
$15K 0.01%
570
-202
808
$15K 0.01%
+533
809
$14.9K 0.01%
936
810
$14.9K 0.01%
192
811
$14.8K 0.01%
3,437
-1,117
812
$14.8K 0.01%
+935
813
$14.8K 0.01%
434
814
$14.8K 0.01%
60
+4
815
$14.7K 0.01%
2,660
-116
816
$14.7K 0.01%
751
817
$14.7K 0.01%
408
-3
818
$14.6K 0.01%
709
819
$14.5K 0.01%
85
820
$14.5K 0.01%
732
821
$14.4K 0.01%
+295
822
$14.4K 0.01%
674
+119
823
$14.4K 0.01%
106
-21
824
$14.3K 0.01%
125
+80
825
$14.3K 0.01%
192
31 32
33
34 35