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
851
$13.4K ﹤0.01%
173
852
$13.4K ﹤0.01%
628
+16
853
$13.3K ﹤0.01%
428
854
$13.3K ﹤0.01%
182
855
$13.2K ﹤0.01%
30
+12
856
$13.2K ﹤0.01%
398
+5
857
$13.2K ﹤0.01%
512
858
$13.2K ﹤0.01%
673
859
$13.1K ﹤0.01%
509
+12
860
$13K ﹤0.01%
59
+19
861
$13K ﹤0.01%
99
862
$13K ﹤0.01%
732
863
$13K ﹤0.01%
187
+2
864
$12.9K ﹤0.01%
597
-33
865
$12.9K ﹤0.01%
676
+585
866
$12.9K ﹤0.01%
148
+11
867
$12.9K ﹤0.01%
60
+11
868
$12.9K ﹤0.01%
615
869
$12.8K ﹤0.01%
60
-363
870
$12.7K ﹤0.01%
305
+296
871
$12.7K ﹤0.01%
253
+3
872
$12.5K ﹤0.01%
577
873
$12.5K ﹤0.01%
139
874
$12.5K ﹤0.01%
1,609
-35
875
$12.4K ﹤0.01%
1,290
+18
33 34
35
36 37