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
1101
$4.35K ﹤0.01%
18
+8
1102
$4.33K ﹤0.01%
33
1103
$4.19K ﹤0.01%
69
-2
1104
$4.15K ﹤0.01%
36
1105
$4.14K ﹤0.01%
58
+10
1106
$3.96K ﹤0.01%
44
1107
$3.95K ﹤0.01%
61
1108
$3.93K ﹤0.01%
279
-11
1109
$3.93K ﹤0.01%
22
1110
$3.87K ﹤0.01%
+12
1111
$3.86K ﹤0.01%
13
+7
1112
$3.85K ﹤0.01%
31
+3
1113
$3.84K ﹤0.01%
25
+16
1114
$3.84K ﹤0.01%
22
+13
1115
$3.82K ﹤0.01%
+13
1116
$3.69K ﹤0.01%
16
+2
1117
$3.69K ﹤0.01%
45
+10
1118
$3.55K ﹤0.01%
10
+3
1119
$3.54K ﹤0.01%
100
1120
$3.54K ﹤0.01%
322
1121
$3.53K ﹤0.01%
37
1122
$3.51K ﹤0.01%
34
-1
1123
$3.51K ﹤0.01%
31
1124
$3.5K ﹤0.01%
96
+28
1125
$3.48K ﹤0.01%
352
43 44
45
46 47