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
$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 15.09%
2 Healthcare 12.52%
3 Financials 9.62%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$9.12K ﹤0.01%
+467
977
$9.1K ﹤0.01%
111
-15
978
$9.1K ﹤0.01%
286
+119
979
$9.09K ﹤0.01%
723
-1,876
980
$9.07K ﹤0.01%
100
+20
981
$9.04K ﹤0.01%
1,837
982
$8.99K ﹤0.01%
+36
983
$8.97K ﹤0.01%
+431
984
$8.96K ﹤0.01%
304
+301
985
$8.9K ﹤0.01%
700
-97
986
$8.89K ﹤0.01%
472
+467
987
$8.85K ﹤0.01%
315
-231
988
$8.8K ﹤0.01%
62
989
$8.79K ﹤0.01%
257
-4
990
$8.74K ﹤0.01%
325
991
$8.73K ﹤0.01%
634
+169
992
$8.71K ﹤0.01%
492
-5
993
$8.69K ﹤0.01%
634
-10
994
$8.52K ﹤0.01%
234
+3
995
$8.47K ﹤0.01%
110
-36
996
$8.45K ﹤0.01%
191
997
$8.44K ﹤0.01%
388
+129
998
$8.43K ﹤0.01%
277
999
$8.42K ﹤0.01%
92
+2
1000
$8.41K ﹤0.01%
230
-166
38 39
40
41 42