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
1176
$2.6K ﹤0.01%
44
-65
1177
$2.59K ﹤0.01%
11
+4
1178
$2.59K ﹤0.01%
68
1179
$2.58K ﹤0.01%
81
+64
1180
$2.55K ﹤0.01%
28
-35
1181
$2.54K ﹤0.01%
11
1182
$2.52K ﹤0.01%
95
1183
$2.5K ﹤0.01%
33
1184
$2.5K ﹤0.01%
33
1185
$2.48K ﹤0.01%
14
-529
1186
$2.47K ﹤0.01%
47
-73
1187
$2.47K ﹤0.01%
102
1188
$2.47K ﹤0.01%
23
-4
1189
$2.46K ﹤0.01%
83
-101
1190
$2.43K ﹤0.01%
100
1191
$2.41K ﹤0.01%
58
1192
$2.38K ﹤0.01%
19
+2
1193
$2.34K ﹤0.01%
52
-35
1194
$2.32K ﹤0.01%
29
1195
$2.29K ﹤0.01%
29
+20
1196
$2.29K ﹤0.01%
10
1197
$2.28K ﹤0.01%
32
+1
1198
$2.26K ﹤0.01%
69
-35
1199
$2.26K ﹤0.01%
145
1200
$2.23K ﹤0.01%
21
46 47
48
49 50