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
$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
76
$621K 0.21%
2,570
+14
77
$602K 0.21%
32,208
78
$585K 0.2%
1,070
+8
79
$584K 0.2%
1,281
+6
80
$572K 0.2%
25,444
+12,205
81
$570K 0.2%
4,159
+81
82
$554K 0.19%
6,710
+221
83
$548K 0.19%
9,828
-212
84
$532K 0.18%
11,363
+76
85
$527K 0.18%
8,390
86
$500K 0.17%
2,357
+21
87
$491K 0.17%
2,290
+16
88
$491K 0.17%
1,082
+15
89
$490K 0.17%
5,014
-92
90
$483K 0.17%
7,965
+45
91
$482K 0.17%
1,331
-10
92
$482K 0.17%
4,225
+29
93
$454K 0.16%
2,461
+5
94
$453K 0.16%
2,659
+16
95
$450K 0.15%
1,858
96
$446K 0.15%
4,460
+21
97
$443K 0.15%
3,448
+34
98
$440K 0.15%
4,835
-23
99
$435K 0.15%
14,674
+6,499
100
$429K 0.15%
3,838
+577
2 3
4
5 6