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
1076
$5.28K ﹤0.01%
35
-3
1077
$5.27K ﹤0.01%
241
+13
1078
$5.26K ﹤0.01%
40
+5
1079
$5.26K ﹤0.01%
704
+14
1080
$5.25K ﹤0.01%
31
1081
$5.25K ﹤0.01%
38
1082
$5.23K ﹤0.01%
176
1083
$5.21K ﹤0.01%
147
+15
1084
$5.11K ﹤0.01%
111
1085
$5K ﹤0.01%
27
+10
1086
$4.93K ﹤0.01%
147
+38
1087
$4.85K ﹤0.01%
75
-21
1088
$4.84K ﹤0.01%
134
1089
$4.83K ﹤0.01%
194
1090
$4.82K ﹤0.01%
43
+8
1091
$4.81K ﹤0.01%
81
+21
1092
$4.74K ﹤0.01%
40
+15
1093
$4.71K ﹤0.01%
46
1094
$4.65K ﹤0.01%
26
-1
1095
$4.61K ﹤0.01%
68
1096
$4.54K ﹤0.01%
39
+8
1097
$4.54K ﹤0.01%
101
1098
$4.53K ﹤0.01%
52
-7
1099
$4.47K ﹤0.01%
38
+4
1100
$4.36K ﹤0.01%
27
42 43
44
45 46