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
1151
$873 ﹤0.01%
6
1152
$864 ﹤0.01%
13
1153
$851 ﹤0.01%
+7
1154
$833 ﹤0.01%
21
1155
$833 ﹤0.01%
177
-121
1156
$823 ﹤0.01%
20
1157
$789 ﹤0.01%
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1158
$780 ﹤0.01%
+10
1159
$763 ﹤0.01%
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1160
$708 ﹤0.01%
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1161
$702 ﹤0.01%
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1162
$687 ﹤0.01%
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1163
$685 ﹤0.01%
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$679 ﹤0.01%
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1165
$660 ﹤0.01%
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1166
$642 ﹤0.01%
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-3
1167
$581 ﹤0.01%
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$570 ﹤0.01%
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1169
$553 ﹤0.01%
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1170
$552 ﹤0.01%
3
1171
$547 ﹤0.01%
3
1172
$546 ﹤0.01%
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1173
$537 ﹤0.01%
5
1174
$536 ﹤0.01%
20
1175
$530 ﹤0.01%
+52
45 46
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48 49