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
1051
$2.46K ﹤0.01%
80
1052
$2.43K ﹤0.01%
91
-3
1053
$2.39K ﹤0.01%
68
1054
$2.39K ﹤0.01%
52
1055
$2.36K ﹤0.01%
236
-33
1056
$2.35K ﹤0.01%
47
1057
$2.35K ﹤0.01%
75
1058
$2.31K ﹤0.01%
108
1059
$2.26K ﹤0.01%
267
1060
$2.22K ﹤0.01%
16
1061
$2.21K ﹤0.01%
72
1062
$2.2K ﹤0.01%
132
1063
$2.12K ﹤0.01%
20
1064
$2.09K ﹤0.01%
85
1065
$2.07K ﹤0.01%
92
1066
$2.07K ﹤0.01%
25
1067
$2.06K ﹤0.01%
17
1068
$2.06K ﹤0.01%
47
1069
$2.05K ﹤0.01%
42
1070
$2.04K ﹤0.01%
58
-9
1071
$2.03K ﹤0.01%
22
+1
1072
$1.98K ﹤0.01%
37
+19
1073
$1.95K ﹤0.01%
193
+40
1074
$1.95K ﹤0.01%
56
+20
1075
$1.93K ﹤0.01%
89
41 42
43
44 45