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
926
$10.5K ﹤0.01%
2,732
+2,671
927
$10.5K ﹤0.01%
603
928
$10.5K ﹤0.01%
422
929
$10.5K ﹤0.01%
3,885
+1,337
930
$10.4K ﹤0.01%
113
+100
931
$10.4K ﹤0.01%
131
+128
932
$10.4K ﹤0.01%
106
-7
933
$10.3K ﹤0.01%
341
934
$10.3K ﹤0.01%
144
+2
935
$10.2K ﹤0.01%
225
-2
936
$10.2K ﹤0.01%
149
937
$10.2K ﹤0.01%
271
938
$10.2K ﹤0.01%
424
939
$10.1K ﹤0.01%
728
940
$10.1K ﹤0.01%
318
941
$10.1K ﹤0.01%
605
942
$10K ﹤0.01%
260
-183
943
$10K ﹤0.01%
39
944
$9.94K ﹤0.01%
588
945
$9.94K ﹤0.01%
29
946
$9.91K ﹤0.01%
1,028
947
$9.91K ﹤0.01%
434
948
$9.9K ﹤0.01%
69
+39
949
$9.88K ﹤0.01%
413
950
$9.86K ﹤0.01%
154
36 37
38
39 40