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
951
$4.53K ﹤0.01%
1,715
952
$4.53K ﹤0.01%
138
953
$4.5K ﹤0.01%
23
954
$4.5K ﹤0.01%
1,108
955
$4.5K ﹤0.01%
56
956
$4.44K ﹤0.01%
98
957
$4.41K ﹤0.01%
366
958
$4.39K ﹤0.01%
28
959
$4.38K ﹤0.01%
42
960
$4.38K ﹤0.01%
180
961
$4.37K ﹤0.01%
385
962
$4.32K ﹤0.01%
121
963
$4.32K ﹤0.01%
283
+23
964
$4.31K ﹤0.01%
86
965
$4.29K ﹤0.01%
47
966
$4.28K ﹤0.01%
250
+72
967
$4.27K ﹤0.01%
34
968
$4.26K ﹤0.01%
22
969
$4.22K ﹤0.01%
46
970
$4.17K ﹤0.01%
2,626
971
$4.16K ﹤0.01%
91
972
$4.16K ﹤0.01%
138
+18
973
$4.13K ﹤0.01%
210
974
$4.11K ﹤0.01%
263
975
$4.1K ﹤0.01%
276
37 38
39
40 41