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
926
$4.94K ﹤0.01%
73
+6
927
$4.93K ﹤0.01%
352
928
$4.93K ﹤0.01%
151
929
$4.9K ﹤0.01%
285
930
$4.89K ﹤0.01%
371
931
$4.86K ﹤0.01%
149
932
$4.84K ﹤0.01%
1,364
933
$4.81K ﹤0.01%
206
934
$4.8K ﹤0.01%
249
-564
935
$4.8K ﹤0.01%
218
936
$4.78K ﹤0.01%
362
-683
937
$4.76K ﹤0.01%
20
938
$4.7K ﹤0.01%
10
939
$4.68K ﹤0.01%
33
940
$4.67K ﹤0.01%
150
941
$4.67K ﹤0.01%
353
-3
942
$4.66K ﹤0.01%
381
943
$4.65K ﹤0.01%
834
944
$4.65K ﹤0.01%
21
945
$4.64K ﹤0.01%
190
946
$4.62K ﹤0.01%
396
947
$4.62K ﹤0.01%
36
948
$4.61K ﹤0.01%
53
949
$4.58K ﹤0.01%
14
950
$4.57K ﹤0.01%
38
36 37
38
39 40