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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$634K
2
+$326K
3
+$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1
+$221K
2
+$219K
3
+$198K
4
ABBV icon
AbbVie
ABBV
+$107K
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
$5.86K ﹤0.01%
163
+54
877
$5.86K ﹤0.01%
+262
878
$5.86K ﹤0.01%
38
879
$5.8K ﹤0.01%
61
880
$5.79K ﹤0.01%
314
881
$5.76K ﹤0.01%
69
882
$5.75K ﹤0.01%
294
883
$5.74K ﹤0.01%
46
+3
884
$5.73K ﹤0.01%
58
-3
885
$5.7K ﹤0.01%
200
886
$5.69K ﹤0.01%
327
-165
887
$5.68K ﹤0.01%
167
+27
888
$5.62K ﹤0.01%
244
889
$5.61K ﹤0.01%
140
890
$5.61K ﹤0.01%
22
891
$5.6K ﹤0.01%
347
892
$5.6K ﹤0.01%
+229
893
$5.57K ﹤0.01%
198
894
$5.56K ﹤0.01%
373
895
$5.55K ﹤0.01%
295
896
$5.53K ﹤0.01%
56
897
$5.52K ﹤0.01%
+779
898
$5.51K ﹤0.01%
59
899
$5.5K ﹤0.01%
78
900
$5.49K ﹤0.01%
107
+7
34 35
36
37 38