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
826
$7.01K ﹤0.01%
291
827
$6.99K ﹤0.01%
88
828
$6.96K ﹤0.01%
137
-24
829
$6.95K ﹤0.01%
418
-249
830
$6.94K ﹤0.01%
332
831
$6.92K ﹤0.01%
156
832
$6.92K ﹤0.01%
57
833
$6.92K ﹤0.01%
204
834
$6.91K ﹤0.01%
74
+4
835
$6.87K ﹤0.01%
496
-497
836
$6.85K ﹤0.01%
32
837
$6.82K ﹤0.01%
406
838
$6.79K ﹤0.01%
241
839
$6.77K ﹤0.01%
240
+3
840
$6.73K ﹤0.01%
110
841
$6.71K ﹤0.01%
2,786
-3
842
$6.71K ﹤0.01%
+1,179
843
$6.66K ﹤0.01%
592
844
$6.62K ﹤0.01%
30
845
$6.56K ﹤0.01%
165
846
$6.55K ﹤0.01%
231
+113
847
$6.54K ﹤0.01%
497
848
$6.51K ﹤0.01%
448
+90
849
$6.5K ﹤0.01%
170
850
$6.49K ﹤0.01%
229
+20
32 33
34
35 36