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
851
$6.46K ﹤0.01%
690
852
$6.46K ﹤0.01%
62
853
$6.46K ﹤0.01%
+310
854
$6.46K ﹤0.01%
37
855
$6.43K ﹤0.01%
307
856
$6.31K ﹤0.01%
38
857
$6.29K ﹤0.01%
1,170
858
$6.25K ﹤0.01%
319
859
$6.2K ﹤0.01%
658
860
$6.17K ﹤0.01%
36
861
$6.16K ﹤0.01%
+1,027
862
$6.13K ﹤0.01%
182
863
$6.12K ﹤0.01%
381
864
$6.1K ﹤0.01%
101
865
$6.08K ﹤0.01%
409
866
$6.07K ﹤0.01%
+776
867
$6.06K ﹤0.01%
168
+14
868
$6.02K ﹤0.01%
169
869
$6K ﹤0.01%
+325
870
$5.99K ﹤0.01%
561
871
$5.99K ﹤0.01%
38
872
$5.97K ﹤0.01%
81
873
$5.96K ﹤0.01%
915
-1,725
874
$5.93K ﹤0.01%
920
+242
875
$5.88K ﹤0.01%
212