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
926
$10.2K ﹤0.01%
244
+13
927
$10.2K ﹤0.01%
384
-4
928
$10.2K ﹤0.01%
474
-11
929
$10.2K ﹤0.01%
85
+9
930
$10.2K ﹤0.01%
111
+10
931
$10.1K ﹤0.01%
250
-10
932
$9.91K ﹤0.01%
460
-4
933
$9.9K ﹤0.01%
313
+299
934
$9.87K ﹤0.01%
+684
935
$9.86K ﹤0.01%
66
+12
936
$9.73K ﹤0.01%
48
+21
937
$9.69K ﹤0.01%
90
+15
938
$9.64K ﹤0.01%
840
-23
939
$9.61K ﹤0.01%
521
+13
940
$9.57K ﹤0.01%
470
+459
941
$9.57K ﹤0.01%
381
+29
942
$9.54K ﹤0.01%
72
+13
943
$9.54K ﹤0.01%
352
944
$9.53K ﹤0.01%
305
+300
945
$9.48K ﹤0.01%
366
-5
946
$9.47K ﹤0.01%
355
-636
947
$9.46K ﹤0.01%
475
+52
948
$9.43K ﹤0.01%
211
949
$9.29K ﹤0.01%
514
+88
950
$9.29K ﹤0.01%
279
-35
36 37
38
39 40