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
876
$12.4K ﹤0.01%
381
877
$12.4K ﹤0.01%
459
+18
878
$12.4K ﹤0.01%
370
+22
879
$12.4K ﹤0.01%
351
+2
880
$12.3K ﹤0.01%
637
+620
881
$12.3K ﹤0.01%
379
+102
882
$12.2K ﹤0.01%
883
883
$12.2K ﹤0.01%
178
+17
884
$12.2K ﹤0.01%
373
-11
885
$12.1K ﹤0.01%
432
-5
886
$12.1K ﹤0.01%
341
887
$12.1K ﹤0.01%
300
-39
888
$12K ﹤0.01%
43
+8
889
$12K ﹤0.01%
824
-3
890
$11.9K ﹤0.01%
94
+12
891
$11.8K ﹤0.01%
406
-6
892
$11.7K ﹤0.01%
225
+9
893
$11.6K ﹤0.01%
419
894
$11.6K ﹤0.01%
52
+8
895
$11.6K ﹤0.01%
1,959
-24
896
$11.5K ﹤0.01%
353
897
$11.5K ﹤0.01%
424
+17
898
$11.4K ﹤0.01%
+287
899
$11.4K ﹤0.01%
136
+4
900
$11.4K ﹤0.01%
231
-3
34 35
36
37 38