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
$254M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$225K
3
+$215K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$202K
5
VB icon
Vanguard Small-Cap ETF
VB
+$200K

Top Sells

1
+$444K
2
+$159K
3
+$148K
4
GME icon
GameStop
GME
+$107K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$100K

Sector Composition

1 Technology 15.17%
2 Financials 11.82%
3 Healthcare 10.73%
4 Industrials 7.13%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$9.32K ﹤0.01%
779
902
$9.29K ﹤0.01%
416
903
$9.27K ﹤0.01%
439
904
$9.26K ﹤0.01%
1,715
905
$9.24K ﹤0.01%
636
906
$9.23K ﹤0.01%
77
-5
907
$9.2K ﹤0.01%
202
+52
908
$9.07K ﹤0.01%
106
+4
909
$9.06K ﹤0.01%
350
910
$9.03K ﹤0.01%
34
+1
911
$9.01K ﹤0.01%
37
+15
912
$9K ﹤0.01%
474
913
$8.96K ﹤0.01%
248
+8
914
$8.96K ﹤0.01%
218
915
$8.95K ﹤0.01%
352
916
$8.85K ﹤0.01%
287
917
$8.69K ﹤0.01%
690
918
$8.59K ﹤0.01%
241
919
$8.51K ﹤0.01%
417
920
$8.5K ﹤0.01%
125
921
$8.48K ﹤0.01%
48
922
$8.35K ﹤0.01%
206
923
$8.32K ﹤0.01%
72
+3
924
$8.32K ﹤0.01%
169
925
$8.29K ﹤0.01%
497
35 36
37
38 39