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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$634K
2
+$326K
3
+$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1
+$221K
2
+$219K
3
+$198K
4
ABBV icon
AbbVie
ABBV
+$107K
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
1101
$1.47K ﹤0.01%
10
1102
$1.47K ﹤0.01%
29
1103
$1.46K ﹤0.01%
15
1104
$1.46K ﹤0.01%
22
1105
$1.46K ﹤0.01%
5
1106
$1.42K ﹤0.01%
41
1107
$1.41K ﹤0.01%
24
1108
$1.4K ﹤0.01%
19
-6
1109
$1.38K ﹤0.01%
26
1110
$1.37K ﹤0.01%
11
1111
$1.37K ﹤0.01%
151
1112
$1.34K ﹤0.01%
49
1113
$1.29K ﹤0.01%
108
1114
$1.25K ﹤0.01%
6
1115
$1.25K ﹤0.01%
70
1116
$1.23K ﹤0.01%
13
1117
$1.22K ﹤0.01%
30
1118
$1.18K ﹤0.01%
19
1119
$1.16K ﹤0.01%
60
1120
$1.16K ﹤0.01%
7
1121
$1.14K ﹤0.01%
7
-3
1122
$1.14K ﹤0.01%
54
-144
1123
$1.13K ﹤0.01%
12
1124
$1.11K ﹤0.01%
+5
1125
$1.11K ﹤0.01%
34
43 44
45
46 47