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
951
$4.54K ﹤0.01%
231
+44
952
$4.53K ﹤0.01%
1,715
953
$4.53K ﹤0.01%
138
954
$4.5K ﹤0.01%
23
955
$4.5K ﹤0.01%
1,108
956
$4.5K ﹤0.01%
56
957
$4.44K ﹤0.01%
98
958
$4.41K ﹤0.01%
366
959
$4.39K ﹤0.01%
28
960
$4.38K ﹤0.01%
42
961
$4.38K ﹤0.01%
180
962
$4.37K ﹤0.01%
385
963
$4.32K ﹤0.01%
121
964
$4.32K ﹤0.01%
283
+23
965
$4.31K ﹤0.01%
86
966
$4.29K ﹤0.01%
47
967
$4.28K ﹤0.01%
250
+72
968
$4.27K ﹤0.01%
34
969
$4.26K ﹤0.01%
22
970
$4.22K ﹤0.01%
46
971
$4.17K ﹤0.01%
2,626
972
$4.16K ﹤0.01%
91
973
$4.16K ﹤0.01%
138
+18
974
$4.13K ﹤0.01%
210
975
$4.11K ﹤0.01%
263
37 38
39
40 41