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
951
$9.28K ﹤0.01%
55
+17
952
$9.25K ﹤0.01%
336
-4
953
$9.19K ﹤0.01%
815
+381
954
$9.18K ﹤0.01%
138
955
$9.18K ﹤0.01%
100
956
$9.12K ﹤0.01%
457
+6
957
$9.06K ﹤0.01%
57
958
$9.03K ﹤0.01%
142
959
$9K ﹤0.01%
29
960
$8.93K ﹤0.01%
107
961
$8.92K ﹤0.01%
409
962
$8.9K ﹤0.01%
40
+5
963
$8.85K ﹤0.01%
231
964
$8.84K ﹤0.01%
795
965
$8.82K ﹤0.01%
1,343
+1,318
966
$8.81K ﹤0.01%
1,458
+19
967
$8.78K ﹤0.01%
87
+1
968
$8.74K ﹤0.01%
1,821
+391
969
$8.72K ﹤0.01%
323
970
$8.68K ﹤0.01%
76
+5
971
$8.66K ﹤0.01%
172
-2
972
$8.63K ﹤0.01%
427
+34
973
$8.63K ﹤0.01%
29
+2
974
$8.62K ﹤0.01%
232
975
$8.62K ﹤0.01%
+487
37 38
39
40 41