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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$634K
2
+$326K
3
+$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1
+$221K
2
+$219K
3
+$198K
4
ABBV icon
AbbVie
ABBV
+$107K
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
$6.99K ﹤0.01%
88
827
$6.96K ﹤0.01%
137
-24
828
$6.95K ﹤0.01%
418
-249
829
$6.94K ﹤0.01%
332
830
$6.92K ﹤0.01%
156
831
$6.92K ﹤0.01%
57
832
$6.92K ﹤0.01%
204
833
$6.91K ﹤0.01%
74
+4
834
$6.87K ﹤0.01%
496
-497
835
$6.85K ﹤0.01%
32
836
$6.82K ﹤0.01%
406
837
$6.79K ﹤0.01%
241
838
$6.77K ﹤0.01%
240
+3
839
$6.73K ﹤0.01%
110
840
$6.71K ﹤0.01%
2,786
-3
841
$6.71K ﹤0.01%
+1,179
842
$6.66K ﹤0.01%
592
843
$6.62K ﹤0.01%
30
844
$6.56K ﹤0.01%
165
845
$6.55K ﹤0.01%
231
+113
846
$6.54K ﹤0.01%
497
847
$6.51K ﹤0.01%
448
+90
848
$6.5K ﹤0.01%
170
849
$6.49K ﹤0.01%
229
+20
850
$6.46K ﹤0.01%
690
32 33
34
35 36