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
851
$12.8K ﹤0.01%
124
-1
852
$12.8K ﹤0.01%
159
+59
853
$12.7K ﹤0.01%
+494
854
$12.7K ﹤0.01%
108
+60
855
$12.7K ﹤0.01%
1,273
856
$12.7K ﹤0.01%
179
857
$12.6K ﹤0.01%
1,479
+1,459
858
$12.6K ﹤0.01%
239
-357
859
$12.5K ﹤0.01%
411
860
$12.5K ﹤0.01%
553
+548
861
$12.5K ﹤0.01%
454
+247
862
$12.4K ﹤0.01%
612
-5
863
$12.4K ﹤0.01%
162
-112
864
$12.4K ﹤0.01%
610
865
$12.4K ﹤0.01%
139
+41
866
$12.3K ﹤0.01%
74
+71
867
$12.3K ﹤0.01%
60
-17
868
$12.3K ﹤0.01%
1,012
-379
869
$12.3K ﹤0.01%
196
-141
870
$12.2K ﹤0.01%
215
-2
871
$12.2K ﹤0.01%
1,110
+489
872
$12.1K ﹤0.01%
365
873
$12.1K ﹤0.01%
314
874
$12.1K ﹤0.01%
381
875
$12.1K ﹤0.01%
2,503
33 34
35
36 37