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
901
$11.3K ﹤0.01%
396
-26
902
$11.3K ﹤0.01%
864
903
$11.3K ﹤0.01%
110
-75
904
$11.2K ﹤0.01%
63
+14
905
$11.2K ﹤0.01%
1,515
906
$11.2K ﹤0.01%
1,195
+278
907
$11.1K ﹤0.01%
435
+1
908
$11.1K ﹤0.01%
424
909
$11.1K ﹤0.01%
217
+65
910
$11.1K ﹤0.01%
73
+23
911
$11K ﹤0.01%
387
-3
912
$10.9K ﹤0.01%
482
+127
913
$10.9K ﹤0.01%
160
-53
914
$10.9K ﹤0.01%
564
+370
915
$10.9K ﹤0.01%
39
-10
916
$10.9K ﹤0.01%
442
-42
917
$10.8K ﹤0.01%
336
918
$10.8K ﹤0.01%
61
-1
919
$10.7K ﹤0.01%
43
+11
920
$10.7K ﹤0.01%
1,043
921
$10.6K ﹤0.01%
162
922
$10.6K ﹤0.01%
1,184
+14
923
$10.6K ﹤0.01%
402
924
$10.6K ﹤0.01%
547
+9
925
$10.6K ﹤0.01%
353
35 36
37
38 39