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
1076
$1.9K ﹤0.01%
69
-13
1077
$1.88K ﹤0.01%
205
1078
$1.86K ﹤0.01%
2
1079
$1.85K ﹤0.01%
108
1080
$1.83K ﹤0.01%
18
1081
$1.82K ﹤0.01%
9
1082
$1.78K ﹤0.01%
18
1083
$1.75K ﹤0.01%
33
1084
$1.74K ﹤0.01%
33
1085
$1.7K ﹤0.01%
+7
1086
$1.69K ﹤0.01%
17
1087
$1.66K ﹤0.01%
24
1088
$1.65K ﹤0.01%
21
1089
$1.64K ﹤0.01%
40
1090
$1.62K ﹤0.01%
32
1091
$1.61K ﹤0.01%
44
1092
$1.59K ﹤0.01%
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1093
$1.59K ﹤0.01%
22
1094
$1.59K ﹤0.01%
81
1095
$1.59K ﹤0.01%
34
1096
$1.58K ﹤0.01%
21
1097
$1.56K ﹤0.01%
20
+5
1098
$1.53K ﹤0.01%
7
+4
1099
$1.52K ﹤0.01%
34
1100
$1.51K ﹤0.01%
9
42 43
44
45 46