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
976
$4.1K ﹤0.01%
276
977
$4.1K ﹤0.01%
170
978
$4.09K ﹤0.01%
190
-192
979
$4.06K ﹤0.01%
329
+89
980
$4.04K ﹤0.01%
47
+26
981
$4.03K ﹤0.01%
27
+4
982
$3.94K ﹤0.01%
1,118
983
$3.9K ﹤0.01%
187
-5
984
$3.88K ﹤0.01%
979
985
$3.86K ﹤0.01%
51
986
$3.83K ﹤0.01%
38
987
$3.8K ﹤0.01%
39
+6
988
$3.76K ﹤0.01%
296
989
$3.73K ﹤0.01%
39
+4
990
$3.68K ﹤0.01%
23
991
$3.66K ﹤0.01%
215
992
$3.66K ﹤0.01%
214
993
$3.59K ﹤0.01%
30
994
$3.56K ﹤0.01%
27
995
$3.54K ﹤0.01%
141
996
$3.51K ﹤0.01%
100
997
$3.48K ﹤0.01%
207
998
$3.46K ﹤0.01%
510
+89
999
$3.44K ﹤0.01%
38
1000
$3.42K ﹤0.01%
28
38 39
40
41 42