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
1176
$2.53K ﹤0.01%
62
+14
1177
$2.53K ﹤0.01%
68
-4
1178
$2.48K ﹤0.01%
6
-4
1179
$2.44K ﹤0.01%
71
+46
1180
$2.43K ﹤0.01%
80
1181
$2.41K ﹤0.01%
89
+24
1182
$2.34K ﹤0.01%
49
+23
1183
$2.32K ﹤0.01%
30
-10
1184
$2.31K ﹤0.01%
108
1185
$2.28K ﹤0.01%
58
1186
$2.26K ﹤0.01%
+21
1187
$2.26K ﹤0.01%
27
-6
1188
$2.24K ﹤0.01%
39
+26
1189
$2.22K ﹤0.01%
64
1190
$2.21K ﹤0.01%
47
1191
$2.19K ﹤0.01%
11
1192
$2.19K ﹤0.01%
22
-1
1193
$2.19K ﹤0.01%
100
1194
$2.14K ﹤0.01%
13
-11
1195
$2.13K ﹤0.01%
68
+16
1196
$2.09K ﹤0.01%
24
1197
$2.08K ﹤0.01%
19
-1
1198
$2.08K ﹤0.01%
56
-4
1199
$2.08K ﹤0.01%
34
1200
$2.08K ﹤0.01%
65
46 47
48
49 50