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
1051
$6.41K ﹤0.01%
167
+47
1052
$6.36K ﹤0.01%
915
+84
1053
$6.35K ﹤0.01%
48
+10
1054
$6.33K ﹤0.01%
54
1055
$6.33K ﹤0.01%
200
+100
1056
$6.31K ﹤0.01%
221
+72
1057
$6.24K ﹤0.01%
42
+5
1058
$6.22K ﹤0.01%
75
1059
$6.13K ﹤0.01%
141
1060
$6.1K ﹤0.01%
14
-3
1061
$6.09K ﹤0.01%
96
+2
1062
$6.03K ﹤0.01%
180
1063
$5.91K ﹤0.01%
65
+25
1064
$5.9K ﹤0.01%
139
+43
1065
$5.83K ﹤0.01%
56
-26
1066
$5.79K ﹤0.01%
44
+22
1067
$5.77K ﹤0.01%
44
+4
1068
$5.69K ﹤0.01%
220
1069
$5.68K ﹤0.01%
521
1070
$5.65K ﹤0.01%
+52
1071
$5.61K ﹤0.01%
+82
1072
$5.42K ﹤0.01%
466
1073
$5.37K ﹤0.01%
21
1074
$5.33K ﹤0.01%
40
+6
1075
$5.3K ﹤0.01%
32
+24
41 42
43
44 45