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
1001
$3.42K ﹤0.01%
63
1002
$3.41K ﹤0.01%
38
-11
1003
$3.38K ﹤0.01%
31
1004
$3.37K ﹤0.01%
194
1005
$3.37K ﹤0.01%
40
1006
$3.36K ﹤0.01%
16
1007
$3.36K ﹤0.01%
190
-34
1008
$3.34K ﹤0.01%
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1009
$3.33K ﹤0.01%
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-101
1010
$3.32K ﹤0.01%
91
+1
1011
$3.31K ﹤0.01%
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1012
$3.3K ﹤0.01%
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1013
$3.29K ﹤0.01%
37
1014
$3.29K ﹤0.01%
112
1015
$3.28K ﹤0.01%
86
-8
1016
$3.24K ﹤0.01%
38
+4
1017
$3.24K ﹤0.01%
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1018
$3.23K ﹤0.01%
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1019
$3.23K ﹤0.01%
33
1020
$3.21K ﹤0.01%
64
1021
$3.21K ﹤0.01%
95
1022
$3.15K ﹤0.01%
67
1023
$3.14K ﹤0.01%
86
1024
$3.09K ﹤0.01%
119
+25
1025
$2.96K ﹤0.01%
9
39 40
41
42 43