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
826
$14.1K 0.01%
752
+235
827
$14.1K 0.01%
262
-149
828
$14K 0.01%
53
-2
829
$14K 0.01%
1,619
+1,608
830
$14K 0.01%
488
831
$13.9K 0.01%
159
+64
832
$13.8K 0.01%
203
833
$13.8K 0.01%
323
+31
834
$13.8K 0.01%
5,049
+5,014
835
$13.7K 0.01%
+1,367
836
$13.7K 0.01%
76
+45
837
$13.6K 0.01%
384
838
$13.6K 0.01%
1,835
+470
839
$13.3K 0.01%
391
-717
840
$13.2K 0.01%
181
841
$13.2K 0.01%
1,393
-3,873
842
$13.2K 0.01%
47
+7
843
$13.1K 0.01%
1,675
844
$13.1K 0.01%
120
+8
845
$13.1K 0.01%
478
846
$13.1K 0.01%
389
847
$13.1K 0.01%
213
-20
848
$13K 0.01%
287
849
$12.9K ﹤0.01%
306
+259
850
$12.8K ﹤0.01%
81
+64
32 33
34
35 36