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
1026
$2.95K ﹤0.01%
33
1027
$2.93K ﹤0.01%
85
1028
$2.92K ﹤0.01%
100
1029
$2.92K ﹤0.01%
198
1030
$2.82K ﹤0.01%
69
1031
$2.78K ﹤0.01%
25
1032
$2.76K ﹤0.01%
357
1033
$2.73K ﹤0.01%
35
1034
$2.73K ﹤0.01%
65
1035
$2.68K ﹤0.01%
36
1036
$2.68K ﹤0.01%
27
1037
$2.65K ﹤0.01%
31
1038
$2.64K ﹤0.01%
102
1039
$2.63K ﹤0.01%
60
1040
$2.59K ﹤0.01%
91
1041
$2.59K ﹤0.01%
145
1042
$2.58K ﹤0.01%
+12
1043
$2.58K ﹤0.01%
20
1044
$2.56K ﹤0.01%
322
1045
$2.53K ﹤0.01%
20
1046
$2.52K ﹤0.01%
138
1047
$2.52K ﹤0.01%
88
1048
$2.51K ﹤0.01%
51
1049
$2.48K ﹤0.01%
31
1050
$2.48K ﹤0.01%
91
+18
40 41
42
43 44