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
1126
$1.08K ﹤0.01%
74
-2,294
1127
$1.07K ﹤0.01%
3
1128
$1.07K ﹤0.01%
29
1129
$1.06K ﹤0.01%
+50
1130
$1.06K ﹤0.01%
68
-23
1131
$1.06K ﹤0.01%
16
1132
$1.05K ﹤0.01%
100
1133
$1.05K ﹤0.01%
30
1134
$1.05K ﹤0.01%
25
1135
$1.04K ﹤0.01%
14
1136
$1.04K ﹤0.01%
128
1137
$1.03K ﹤0.01%
17
1138
$1.01K ﹤0.01%
8
1139
$1.01K ﹤0.01%
54
-26
1140
$986 ﹤0.01%
50
+19
1141
$982 ﹤0.01%
3
1142
$982 ﹤0.01%
19
1143
$976 ﹤0.01%
43
1144
$964 ﹤0.01%
7
1145
$960 ﹤0.01%
9
1146
$951 ﹤0.01%
25
+17
1147
$904 ﹤0.01%
68
1148
$892 ﹤0.01%
29
1149
$885 ﹤0.01%
91
1150
$878 ﹤0.01%
30
44 45
46
47 48