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
826
$14.7K 0.01%
44
+10
827
$14.6K 0.01%
187
-2
828
$14.6K 0.01%
362
829
$14.6K 0.01%
393
830
$14.5K 0.01%
83
831
$14.5K 0.01%
409
+9
832
$14.4K 0.01%
314
833
$14.4K 0.01%
559
+15
834
$14.4K ﹤0.01%
168
835
$14.1K ﹤0.01%
645
+628
836
$14K ﹤0.01%
533
+519
837
$13.9K ﹤0.01%
60
838
$13.9K ﹤0.01%
504
839
$13.8K ﹤0.01%
545
-22
840
$13.8K ﹤0.01%
102
841
$13.8K ﹤0.01%
608
-16
842
$13.8K ﹤0.01%
185
843
$13.7K ﹤0.01%
87
+2
844
$13.7K ﹤0.01%
1,037
+9
845
$13.7K ﹤0.01%
209
846
$13.7K ﹤0.01%
545
-3
847
$13.6K ﹤0.01%
173
848
$13.6K ﹤0.01%
2,849
-1,170
849
$13.5K ﹤0.01%
1,075
-784
850
$13.5K ﹤0.01%
84
-1
32 33
34
35 36