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
1001
$8.06K ﹤0.01%
202
+197
1002
$8.05K ﹤0.01%
16
+9
1003
$8.01K ﹤0.01%
358
+34
1004
$8.01K ﹤0.01%
200
1005
$7.92K ﹤0.01%
46
+17
1006
$7.9K ﹤0.01%
+392
1007
$7.82K ﹤0.01%
81
-1
1008
$7.81K ﹤0.01%
47
1009
$7.8K ﹤0.01%
352
1010
$7.79K ﹤0.01%
+148
1011
$7.75K ﹤0.01%
194
+20
1012
$7.63K ﹤0.01%
+273
1013
$7.63K ﹤0.01%
353
-19
1014
$7.5K ﹤0.01%
353
+37
1015
$7.49K ﹤0.01%
374
-57
1016
$7.48K ﹤0.01%
162
-184
1017
$7.45K ﹤0.01%
75
+24
1018
$7.41K ﹤0.01%
235
1019
$7.38K ﹤0.01%
1,088
-19
1020
$7.26K ﹤0.01%
36
+16
1021
$7.25K ﹤0.01%
90
+88
1022
$7.23K ﹤0.01%
100
+2
1023
$7.23K ﹤0.01%
91
+19
1024
$7.22K ﹤0.01%
29
+9
1025
$7.09K ﹤0.01%
365
+149
39 40
41
42 43