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
901
$5.49K ﹤0.01%
107
+7
902
$5.49K ﹤0.01%
455
903
$5.48K ﹤0.01%
417
904
$5.46K ﹤0.01%
+1,133
905
$5.45K ﹤0.01%
428
906
$5.41K ﹤0.01%
197
907
$5.39K ﹤0.01%
398
908
$5.37K ﹤0.01%
287
909
$5.32K ﹤0.01%
+127
910
$5.32K ﹤0.01%
+189
911
$5.31K ﹤0.01%
52
912
$5.3K ﹤0.01%
130
-170
913
$5.3K ﹤0.01%
560
914
$5.29K ﹤0.01%
411
915
$5.29K ﹤0.01%
69
916
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256
917
$5.27K ﹤0.01%
+425
918
$5.25K ﹤0.01%
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919
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111
920
$5.21K ﹤0.01%
127
921
$5.13K ﹤0.01%
452
922
$5.11K ﹤0.01%
300
923
$5.1K ﹤0.01%
497
924
$5.05K ﹤0.01%
78
+32
925
$4.99K ﹤0.01%
232