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
$254M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$225K
3
+$215K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$202K
5
VB icon
Vanguard Small-Cap ETF
VB
+$200K

Top Sells

1
+$444K
2
+$159K
3
+$148K
4
GME icon
GameStop
GME
+$107K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$100K

Sector Composition

1 Technology 15.17%
2 Financials 11.82%
3 Healthcare 10.73%
4 Industrials 7.13%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$6.18K ﹤0.01%
224
-26
977
$6.16K ﹤0.01%
120
+10
978
$6.05K ﹤0.01%
50
+9
979
$6.01K ﹤0.01%
276
980
$6K ﹤0.01%
198
981
$5.95K ﹤0.01%
190
982
$5.89K ﹤0.01%
127
983
$5.88K ﹤0.01%
232
984
$5.86K ﹤0.01%
138
985
$5.86K ﹤0.01%
59
986
$5.82K ﹤0.01%
41
987
$5.82K ﹤0.01%
180
988
$5.81K ﹤0.01%
190
989
$5.8K ﹤0.01%
67
+7
990
$5.78K ﹤0.01%
106
+15
991
$5.76K ﹤0.01%
207
992
$5.76K ﹤0.01%
170
993
$5.73K ﹤0.01%
92
+17
994
$5.71K ﹤0.01%
38
+6
995
$5.68K ﹤0.01%
+200
996
$5.68K ﹤0.01%
197
997
$5.65K ﹤0.01%
28
+14
998
$5.61K ﹤0.01%
34
999
$5.51K ﹤0.01%
331
1000
$5.45K ﹤0.01%
75
+4
38 39
40
41 42