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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$634K
2
+$326K
3
+$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1
+$221K
2
+$219K
3
+$198K
4
ABBV icon
AbbVie
ABBV
+$107K
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
$4.93K ﹤0.01%
352
927
$4.93K ﹤0.01%
151
928
$4.9K ﹤0.01%
285
929
$4.89K ﹤0.01%
371
930
$4.86K ﹤0.01%
149
931
$4.84K ﹤0.01%
1,364
932
$4.81K ﹤0.01%
206
933
$4.8K ﹤0.01%
249
-564
934
$4.8K ﹤0.01%
218
935
$4.78K ﹤0.01%
362
-683
936
$4.76K ﹤0.01%
20
937
$4.7K ﹤0.01%
10
938
$4.68K ﹤0.01%
33
939
$4.67K ﹤0.01%
150
940
$4.67K ﹤0.01%
353
-3
941
$4.66K ﹤0.01%
381
942
$4.65K ﹤0.01%
834
943
$4.65K ﹤0.01%
21
944
$4.64K ﹤0.01%
190
945
$4.62K ﹤0.01%
396
946
$4.62K ﹤0.01%
36
947
$4.61K ﹤0.01%
53
948
$4.58K ﹤0.01%
14
949
$4.57K ﹤0.01%
38
950
$4.54K ﹤0.01%
231
+44
36 37
38
39 40