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
1126
$1.11K ﹤0.01%
34
1127
$1.08K ﹤0.01%
74
-2,294
1128
$1.07K ﹤0.01%
3
1129
$1.07K ﹤0.01%
29
1130
$1.06K ﹤0.01%
+50
1131
$1.06K ﹤0.01%
68
-23
1132
$1.06K ﹤0.01%
16
1133
$1.05K ﹤0.01%
100
1134
$1.05K ﹤0.01%
30
1135
$1.05K ﹤0.01%
25
1136
$1.04K ﹤0.01%
14
1137
$1.04K ﹤0.01%
128
1138
$1.03K ﹤0.01%
17
1139
$1.01K ﹤0.01%
8
1140
$1.01K ﹤0.01%
54
-26
1141
$986 ﹤0.01%
50
+19
1142
$982 ﹤0.01%
3
1143
$982 ﹤0.01%
19
1144
$976 ﹤0.01%
43
1145
$964 ﹤0.01%
7
1146
$960 ﹤0.01%
9
1147
$951 ﹤0.01%
25
+17
1148
$904 ﹤0.01%
68
1149
$892 ﹤0.01%
29
1150
$885 ﹤0.01%
91
44 45
46
47 48