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
$262M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$655K
3
+$609K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$471K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$417K

Top Sells

1
+$810K
2
+$491K
3
+$245K
4
AAPL icon
Apple
AAPL
+$196K
5
QCOM icon
Qualcomm
QCOM
+$173K

Sector Composition

1 Technology 15.13%
2 Healthcare 12.52%
3 Financials 9.58%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$552K 0.21%
4,254
77
$551K 0.21%
5,662
-1,223
78
$543K 0.21%
25,434
-10
79
$525K 0.2%
4,448
80
$524K 0.2%
5,086
-679
81
$520K 0.2%
12,370
-340
82
$502K 0.19%
10,075
-678
83
$501K 0.19%
8,960
+3,500
84
$497K 0.19%
5,015
+20
85
$495K 0.19%
3,533
+6
86
$493K 0.19%
1,284
+51
87
$479K 0.18%
1,858
+1
88
$477K 0.18%
4,338
-1,576
89
$472K 0.18%
4,747
+298
90
$454K 0.17%
6,316
-7
91
$449K 0.17%
1,335
-113
92
$445K 0.17%
1,090
+12
93
$444K 0.17%
2,685
-16
94
$442K 0.17%
16,734
+521
95
$442K 0.17%
3,485
96
$440K 0.17%
4,228
97
$431K 0.16%
4,272
+10
98
$425K 0.16%
1,238
-8
99
$424K 0.16%
30,504
-1,704
100
$420K 0.16%
2,980
-144
2 3
4
5 6