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
1151
$3.32K ﹤0.01%
108
+12
1152
$3.27K ﹤0.01%
39
-30
1153
$3.23K ﹤0.01%
53
+31
1154
$3.23K ﹤0.01%
20
-9
1155
$3.19K ﹤0.01%
32
1156
$3.18K ﹤0.01%
13
1157
$3.17K ﹤0.01%
52
-23
1158
$3.1K ﹤0.01%
64
1159
$3.09K ﹤0.01%
100
1160
$3.07K ﹤0.01%
36
+9
1161
$3.07K ﹤0.01%
20
1162
$3.06K ﹤0.01%
15
1163
$3.05K ﹤0.01%
270
1164
$3K ﹤0.01%
48
1165
$2.98K ﹤0.01%
36
1166
$2.98K ﹤0.01%
181
1167
$2.96K ﹤0.01%
140
+28
1168
$2.89K ﹤0.01%
260
-115
1169
$2.88K ﹤0.01%
9
1170
$2.81K ﹤0.01%
114
1171
$2.79K ﹤0.01%
31
1172
$2.73K ﹤0.01%
53
1173
$2.7K ﹤0.01%
26
-11
1174
$2.63K ﹤0.01%
322
1175
$2.61K ﹤0.01%
157
45 46
47
48 49