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
76
$483K 0.23%
3,891
+1
77
$475K 0.23%
8,275
+195
78
$475K 0.23%
14,330
79
$467K 0.23%
933
80
$435K 0.21%
7,824
-9
81
$435K 0.21%
19,960
82
$433K 0.21%
5,040
-7
83
$429K 0.21%
2,915
84
$418K 0.2%
3,164
85
$415K 0.2%
1,055
86
$415K 0.2%
4,942
+250
87
$408K 0.2%
5,290
+7
88
$407K 0.2%
2,444
-3
89
$404K 0.2%
2,048
90
$398K 0.19%
4,207
+9
91
$392K 0.19%
9,959
+107
92
$390K 0.19%
3,409
+12
93
$386K 0.19%
2,609
+265
94
$385K 0.19%
17,886
-5
95
$375K 0.18%
2,252
+25
96
$374K 0.18%
1,869
+121
97
$372K 0.18%
3,708
-5
98
$342K 0.17%
2,941
+5
99
$341K 0.17%
4,533
+6
100
$340K 0.16%
1,265
+7
2 3
4
5 6