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
1101
$1.47K ﹤0.01%
100
1102
$1.47K ﹤0.01%
10
1103
$1.47K ﹤0.01%
29
1104
$1.46K ﹤0.01%
15
1105
$1.46K ﹤0.01%
22
1106
$1.46K ﹤0.01%
5
1107
$1.42K ﹤0.01%
41
1108
$1.41K ﹤0.01%
24
1109
$1.4K ﹤0.01%
19
-6
1110
$1.38K ﹤0.01%
26
1111
$1.37K ﹤0.01%
11
1112
$1.37K ﹤0.01%
151
1113
$1.34K ﹤0.01%
49
1114
$1.29K ﹤0.01%
108
1115
$1.25K ﹤0.01%
6
1116
$1.25K ﹤0.01%
70
1117
$1.23K ﹤0.01%
13
1118
$1.22K ﹤0.01%
30
1119
$1.18K ﹤0.01%
19
1120
$1.16K ﹤0.01%
60
1121
$1.16K ﹤0.01%
7
1122
$1.14K ﹤0.01%
7
-3
1123
$1.14K ﹤0.01%
54
-144
1124
$1.13K ﹤0.01%
12
1125
$1.11K ﹤0.01%
+5
43 44
45
46 47