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
1151
$3.03K ﹤0.01%
133
-88
1152
$2.99K ﹤0.01%
24
1153
$2.97K ﹤0.01%
62
+9
1154
$2.95K ﹤0.01%
74
+6
1155
$2.92K ﹤0.01%
20
1156
$2.91K ﹤0.01%
171
-20
1157
$2.91K ﹤0.01%
33
1158
$2.86K ﹤0.01%
20
+13
1159
$2.83K ﹤0.01%
12
+2
1160
$2.78K ﹤0.01%
27
+6
1161
$2.78K ﹤0.01%
48
+5
1162
$2.77K ﹤0.01%
81
1163
$2.77K ﹤0.01%
61
+42
1164
$2.75K ﹤0.01%
25
1165
$2.68K ﹤0.01%
102
1166
$2.66K ﹤0.01%
91
1167
$2.65K ﹤0.01%
11
+5
1168
$2.61K ﹤0.01%
13
+4
1169
$2.6K ﹤0.01%
48
+20
1170
$2.58K ﹤0.01%
15
+3
1171
$2.58K ﹤0.01%
15
1172
$2.58K ﹤0.01%
43
1173
$2.56K ﹤0.01%
91
1174
$2.55K ﹤0.01%
44
1175
$2.55K ﹤0.01%
46
+13
45 46
47
48 49