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
1026
$7.56K ﹤0.01%
91
-16
1027
$7.55K ﹤0.01%
319
1028
$7.55K ﹤0.01%
76
-55
1029
$7.55K ﹤0.01%
1,097
1030
$7.5K ﹤0.01%
53
1031
$7.48K ﹤0.01%
253
-334
1032
$7.48K ﹤0.01%
+706
1033
$7.42K ﹤0.01%
232
1034
$7.36K ﹤0.01%
396
-34
1035
$7.34K ﹤0.01%
+235
1036
$7.18K ﹤0.01%
546
-525
1037
$7.11K ﹤0.01%
+692
1038
$7.09K ﹤0.01%
339
-173
1039
$7.07K ﹤0.01%
88
1040
$7.05K ﹤0.01%
170
+32
1041
$7.01K ﹤0.01%
1,959
1042
$6.98K ﹤0.01%
15
+2
1043
$6.96K ﹤0.01%
70
1044
$6.96K ﹤0.01%
48
-13
1045
$6.94K ﹤0.01%
248
1046
$6.89K ﹤0.01%
157
1047
$6.88K ﹤0.01%
97
+22
1048
$6.87K ﹤0.01%
73
+72
1049
$6.87K ﹤0.01%
57
1050
$6.82K ﹤0.01%
232
+229
40 41
42
43 44