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
1051
$6.78K ﹤0.01%
1,931
-30
1052
$6.76K ﹤0.01%
374
1053
$6.71K ﹤0.01%
397
-530
1054
$6.66K ﹤0.01%
510
1055
$6.61K ﹤0.01%
34
-2
1056
$6.6K ﹤0.01%
+231
1057
$6.57K ﹤0.01%
262
+188
1058
$6.5K ﹤0.01%
263
-167
1059
$6.5K ﹤0.01%
119
1060
$6.46K ﹤0.01%
217
+211
1061
$6.41K ﹤0.01%
352
1062
$6.4K ﹤0.01%
+16
1063
$6.38K ﹤0.01%
104
-3
1064
$6.35K ﹤0.01%
432
+33
1065
$6.32K ﹤0.01%
215
-3
1066
$6.25K ﹤0.01%
162
-517
1067
$6.22K ﹤0.01%
45
1068
$6.19K ﹤0.01%
132
1069
$6.18K ﹤0.01%
500
-693
1070
$6.18K ﹤0.01%
112
+2
1071
$6.04K ﹤0.01%
382
+362
1072
$6.03K ﹤0.01%
200
1073
$5.85K ﹤0.01%
+171
1074
$5.84K ﹤0.01%
91
-6
1075
$5.8K ﹤0.01%
50
41 42
43
44 45