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
1126
$4.11K ﹤0.01%
103
+5
1127
$4.11K ﹤0.01%
88
1128
$4.06K ﹤0.01%
504
-313
1129
$4.05K ﹤0.01%
71
-10
1130
$3.94K ﹤0.01%
68
1131
$3.88K ﹤0.01%
21
+12
1132
$3.84K ﹤0.01%
43
1133
$3.79K ﹤0.01%
73
-1
1134
$3.77K ﹤0.01%
124
+44
1135
$3.74K ﹤0.01%
27
1136
$3.74K ﹤0.01%
108
-22
1137
$3.62K ﹤0.01%
36
+8
1138
$3.6K ﹤0.01%
22
1139
$3.59K ﹤0.01%
6
1140
$3.56K ﹤0.01%
61
1141
$3.47K ﹤0.01%
25
1142
$3.46K ﹤0.01%
150
-3
1143
$3.46K ﹤0.01%
45
1144
$3.45K ﹤0.01%
32
1145
$3.45K ﹤0.01%
39
-9
1146
$3.45K ﹤0.01%
141
1147
$3.45K ﹤0.01%
51
1148
$3.4K ﹤0.01%
12
-1
1149
$3.36K ﹤0.01%
112
1150
$3.35K ﹤0.01%
37
44 45
46
47 48