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
1126
$3.47K ﹤0.01%
41
+1
1127
$3.46K ﹤0.01%
61
1128
$3.44K ﹤0.01%
80
+18
1129
$3.43K ﹤0.01%
112
1130
$3.41K ﹤0.01%
40
1131
$3.41K ﹤0.01%
15
-8
1132
$3.4K ﹤0.01%
55
+3
1133
$3.37K ﹤0.01%
35
+7
1134
$3.32K ﹤0.01%
86
1135
$3.3K ﹤0.01%
67
+3
1136
$3.29K ﹤0.01%
9
1137
$3.29K ﹤0.01%
64
1138
$3.24K ﹤0.01%
20
1139
$3.19K ﹤0.01%
55
+2
1140
$3.14K ﹤0.01%
239
-324
1141
$3.12K ﹤0.01%
32
+5
1142
$3.12K ﹤0.01%
11
1143
$3.1K ﹤0.01%
95
-32
1144
$3.09K ﹤0.01%
17
1145
$3.08K ﹤0.01%
168
+27
1146
$3.08K ﹤0.01%
27
+1
1147
$3.07K ﹤0.01%
86
1148
$3.06K ﹤0.01%
9
+1
1149
$3.04K ﹤0.01%
152
1150
$3.04K ﹤0.01%
114
44 45
46
47 48