SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 +$627K
2 +$257K
3 +$243K
4
AAPL icon
Apple
AAPL
+$185K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1 +$234K
2 +$220K
3 +$200K
4
ABBV icon
AbbVie
ABBV
+$99.5K
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
1201
$271 ﹤0.01%
13
1202
$270 ﹤0.01%
11
1203
$217 ﹤0.01%
8
1204
$215 ﹤0.01%
3
1205
$193 ﹤0.01%
7
1206
$155 ﹤0.01%
+10
1207
$142 ﹤0.01%
44
1208
$127 ﹤0.01%
6
1209
$114 ﹤0.01%
+1
1210
$104 ﹤0.01%
13
1211
$91 ﹤0.01%
1
1212
$79 ﹤0.01%
1
1213
$56 ﹤0.01%
6
1214
$41 ﹤0.01%
3
1215
$38 ﹤0.01%
11
-3,234
1216
$5 ﹤0.01%
1
1217
-514
1218
-59
1219
-171
1220
-223
1221
-151
1222
-552
1223
-41
1224
-389
1225
-723