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
876
$12.1K ﹤0.01%
86
-1
877
$12K ﹤0.01%
243
878
$11.9K ﹤0.01%
421
879
$11.9K ﹤0.01%
54
-3
880
$11.9K ﹤0.01%
+934
881
$11.9K ﹤0.01%
74
+40
882
$11.9K ﹤0.01%
1,458
883
$11.8K ﹤0.01%
82
884
$11.8K ﹤0.01%
188
-28
885
$11.8K ﹤0.01%
444
886
$11.8K ﹤0.01%
782
887
$11.8K ﹤0.01%
1,135
888
$11.7K ﹤0.01%
104
+2
889
$11.7K ﹤0.01%
410
+383
890
$11.6K ﹤0.01%
150
-11
891
$11.6K ﹤0.01%
144
+87
892
$11.6K ﹤0.01%
446
-294
893
$11.6K ﹤0.01%
1,034
+1,023
894
$11.5K ﹤0.01%
746
-6
895
$11.5K ﹤0.01%
79
-13
896
$11.4K ﹤0.01%
2,759
+947
897
$11.4K ﹤0.01%
168
-286
898
$11.4K ﹤0.01%
170
899
$11.4K ﹤0.01%
605
900
$11.3K ﹤0.01%
80
34 35
36
37 38