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
1101
$4.89K ﹤0.01%
35
+2
1102
$4.87K ﹤0.01%
81
-3
1103
$4.86K ﹤0.01%
101
1104
$4.85K ﹤0.01%
106
-11
1105
$4.82K ﹤0.01%
27
+1
1106
$4.79K ﹤0.01%
38
1107
$4.65K ﹤0.01%
217
1108
$4.65K ﹤0.01%
173
1109
$4.64K ﹤0.01%
31
+2
1110
$4.64K ﹤0.01%
103
+101
1111
$4.62K ﹤0.01%
48
+1
1112
$4.58K ﹤0.01%
139
+53
1113
$4.53K ﹤0.01%
136
1114
$4.5K ﹤0.01%
21
1115
$4.47K ﹤0.01%
40
1116
$4.43K ﹤0.01%
134
-100
1117
$4.42K ﹤0.01%
40
1118
$4.35K ﹤0.01%
31
+11
1119
$4.35K ﹤0.01%
94
1120
$4.28K ﹤0.01%
799
+20
1121
$4.28K ﹤0.01%
34
-2
1122
$4.26K ﹤0.01%
13
-4
1123
$4.24K ﹤0.01%
52
-10
1124
$4.18K ﹤0.01%
83
1125
$4.16K ﹤0.01%
176
-28
43 44
45
46 47