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
1001
$8.41K ﹤0.01%
207
+202
1002
$8.38K ﹤0.01%
114
+34
1003
$8.32K ﹤0.01%
300
-2,550
1004
$8.27K ﹤0.01%
+100
1005
$8.24K ﹤0.01%
114
+111
1006
$8.22K ﹤0.01%
39
-8
1007
$8.18K ﹤0.01%
+421
1008
$8.11K ﹤0.01%
+676
1009
$8.11K ﹤0.01%
409
1010
$8.1K ﹤0.01%
+176
1011
$8.04K ﹤0.01%
493
-2,062
1012
$7.98K ﹤0.01%
359
1013
$7.93K ﹤0.01%
231
1014
$7.93K ﹤0.01%
349
-584
1015
$7.91K ﹤0.01%
20
1016
$7.9K ﹤0.01%
287
1017
$7.8K ﹤0.01%
232
+74
1018
$7.73K ﹤0.01%
+221
1019
$7.71K ﹤0.01%
61
1020
$7.66K ﹤0.01%
259
-138
1021
$7.66K ﹤0.01%
314
1022
$7.64K ﹤0.01%
252
1023
$7.63K ﹤0.01%
130
-67
1024
$7.62K ﹤0.01%
98
-1,246
1025
$7.57K ﹤0.01%
556
+549
39 40
41
42 43