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
$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
976
$8.59K ﹤0.01%
660
+646
977
$8.58K ﹤0.01%
115
+9
978
$8.58K ﹤0.01%
332
-8
979
$8.56K ﹤0.01%
+266
980
$8.53K ﹤0.01%
606
-495
981
$8.5K ﹤0.01%
504
+7
982
$8.49K ﹤0.01%
53
+4
983
$8.48K ﹤0.01%
141
-76
984
$8.48K ﹤0.01%
262
-9
985
$8.47K ﹤0.01%
417
-11
986
$8.46K ﹤0.01%
393
+6
987
$8.43K ﹤0.01%
213
-3
988
$8.42K ﹤0.01%
307
-4
989
$8.33K ﹤0.01%
897
+38
990
$8.31K ﹤0.01%
79
-74
991
$8.3K ﹤0.01%
35
+4
992
$8.27K ﹤0.01%
51
+13
993
$8.25K ﹤0.01%
182
994
$8.24K ﹤0.01%
77
+2
995
$8.21K ﹤0.01%
+388
996
$8.11K ﹤0.01%
61
+10
997
$8.11K ﹤0.01%
159
+2
998
$8.09K ﹤0.01%
90
999
$8.07K ﹤0.01%
143
+2
1000
$8.06K ﹤0.01%
129
+19
38 39
40
41 42