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
1201
$270 ﹤0.01%
11
1202
$217 ﹤0.01%
8
1203
$215 ﹤0.01%
3
1204
$193 ﹤0.01%
7
1205
$155 ﹤0.01%
+10
1206
$142 ﹤0.01%
44
1207
$127 ﹤0.01%
6
1208
$114 ﹤0.01%
+1
1209
$104 ﹤0.01%
13
1210
$91 ﹤0.01%
1
1211
$79 ﹤0.01%
1
1212
$56 ﹤0.01%
6
1213
$41 ﹤0.01%
3
1214
$38 ﹤0.01%
11
-3,234
1215
$5 ﹤0.01%
1
1216
– –
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1217
– –
-59
1218
– –
-528
1219
– –
-171
1220
– –
-223
1221
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-151
1222
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-552
1223
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-41
1224
– –
-389
1225
– –
-723
47 48
49
50 51