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
1026
$7.07K ﹤0.01%
374
+43
1027
$6.99K ﹤0.01%
452
1028
$6.97K ﹤0.01%
248
-4
1029
$6.96K ﹤0.01%
57
+38
1030
$6.96K ﹤0.01%
46
-5
1031
$6.94K ﹤0.01%
+304
1032
$6.92K ﹤0.01%
202
1033
$6.88K ﹤0.01%
78
+11
1034
$6.88K ﹤0.01%
76
+2
1035
$6.83K ﹤0.01%
549
1036
$6.83K ﹤0.01%
149
+17
1037
$6.82K ﹤0.01%
+247
1038
$6.82K ﹤0.01%
104
+16
1039
$6.81K ﹤0.01%
52
-3
1040
$6.81K ﹤0.01%
130
+3
1041
$6.8K ﹤0.01%
104
+12
1042
$6.72K ﹤0.01%
195
+5
1043
$6.71K ﹤0.01%
27
+6
1044
$6.59K ﹤0.01%
314
-6
1045
$6.57K ﹤0.01%
51
1046
$6.55K ﹤0.01%
247
+21
1047
$6.54K ﹤0.01%
22
+4
1048
$6.54K ﹤0.01%
42
-2
1049
$6.49K ﹤0.01%
198
1050
$6.43K ﹤0.01%
410
+57
40 41
42
43 44