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
876
$5.88K ﹤0.01%
177
877
$5.86K ﹤0.01%
163
+54
878
$5.86K ﹤0.01%
+262
879
$5.86K ﹤0.01%
38
880
$5.8K ﹤0.01%
61
881
$5.79K ﹤0.01%
314
882
$5.76K ﹤0.01%
69
883
$5.75K ﹤0.01%
294
884
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46
+3
885
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-3
886
$5.7K ﹤0.01%
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887
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327
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888
$5.68K ﹤0.01%
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+27
889
$5.62K ﹤0.01%
244
890
$5.61K ﹤0.01%
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891
$5.61K ﹤0.01%
22
892
$5.6K ﹤0.01%
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$5.6K ﹤0.01%
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894
$5.57K ﹤0.01%
198
895
$5.56K ﹤0.01%
373
896
$5.55K ﹤0.01%
295
897
$5.53K ﹤0.01%
56
898
$5.52K ﹤0.01%
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899
$5.51K ﹤0.01%
59
900
$5.5K ﹤0.01%
78