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
1076
$5.74K ﹤0.01%
198
1077
$5.74K ﹤0.01%
40
+38
1078
$5.74K ﹤0.01%
121
1079
$5.7K ﹤0.01%
40
-1,122
1080
$5.69K ﹤0.01%
147
1081
$5.63K ﹤0.01%
42
-4
1082
$5.54K ﹤0.01%
155
+17
1083
$5.54K ﹤0.01%
34
-1
1084
$5.54K ﹤0.01%
132
1085
$5.53K ﹤0.01%
19
1086
$5.48K ﹤0.01%
56
1087
$5.44K ﹤0.01%
77
-1
1088
$5.31K ﹤0.01%
195
1089
$5.25K ﹤0.01%
52
1090
$5.22K ﹤0.01%
124
1091
$5.19K ﹤0.01%
180
1092
$5.17K ﹤0.01%
177
-44
1093
$5.16K ﹤0.01%
248
-61
1094
$5.12K ﹤0.01%
41
1095
$5.11K ﹤0.01%
82
1096
$5.09K ﹤0.01%
27
1097
$5.03K ﹤0.01%
66
-15
1098
$5.02K ﹤0.01%
18
+13
1099
$5K ﹤0.01%
207
+2
1100
$5K ﹤0.01%
41
-3
42 43
44
45 46