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
1176
$529 ﹤0.01%
3
1177
$528 ﹤0.01%
5
1178
$522 ﹤0.01%
24
-33
1179
$508 ﹤0.01%
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1180
$503 ﹤0.01%
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1181
$503 ﹤0.01%
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1182
$491 ﹤0.01%
+4
1183
$484 ﹤0.01%
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$481 ﹤0.01%
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1185
$480 ﹤0.01%
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$472 ﹤0.01%
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$435 ﹤0.01%
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$421 ﹤0.01%
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$420 ﹤0.01%
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$408 ﹤0.01%
+6
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$405 ﹤0.01%
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1193
$396 ﹤0.01%
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$364 ﹤0.01%
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1195
$343 ﹤0.01%
3
1196
$334 ﹤0.01%
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+2
1198
$288 ﹤0.01%
11
1199
$272 ﹤0.01%
3
1200
$271 ﹤0.01%
13
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