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
901
$11.4K ﹤0.01%
307
-7
902
$11.2K ﹤0.01%
105
+1
903
$11.2K ﹤0.01%
46
+4
904
$11.1K ﹤0.01%
300
+10
905
$11.1K ﹤0.01%
746
-32
906
$11.1K ﹤0.01%
330
-432
907
$11K ﹤0.01%
310
-4
908
$11K ﹤0.01%
156
909
$11K ﹤0.01%
388
-137
910
$11K ﹤0.01%
434
-248
911
$10.8K ﹤0.01%
105
+7
912
$10.8K ﹤0.01%
504
-3
913
$10.8K ﹤0.01%
577
+37
914
$10.7K ﹤0.01%
189
+22
915
$10.7K ﹤0.01%
281
+4
916
$10.7K ﹤0.01%
50
-7
917
$10.5K ﹤0.01%
404
918
$10.5K ﹤0.01%
42
+16
919
$10.5K ﹤0.01%
112
+14
920
$10.5K ﹤0.01%
73
+4
921
$10.4K ﹤0.01%
1,369
+461
922
$10.4K ﹤0.01%
325
923
$10.3K ﹤0.01%
68
+6
924
$10.3K ﹤0.01%
844
-384
925
$10.2K ﹤0.01%
234
-162
35 36
37
38 39