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
1201
$2.08K ﹤0.01%
145
1202
$2.06K ﹤0.01%
10
1203
$2.05K ﹤0.01%
18
+6
1204
$2.04K ﹤0.01%
15
1205
$1.99K ﹤0.01%
16
+1
1206
$1.97K ﹤0.01%
47
+13
1207
$1.96K ﹤0.01%
38
+20
1208
$1.95K ﹤0.01%
104
-47
1209
$1.94K ﹤0.01%
32
+16
1210
$1.93K ﹤0.01%
23
1211
$1.89K ﹤0.01%
48
1212
$1.89K ﹤0.01%
21
1213
$1.87K ﹤0.01%
35
1214
$1.87K ﹤0.01%
4
+1
1215
$1.87K ﹤0.01%
14
+5
1216
$1.85K ﹤0.01%
9
-3
1217
$1.84K ﹤0.01%
55
1218
$1.81K ﹤0.01%
24
1219
$1.81K ﹤0.01%
13
-14
1220
$1.76K ﹤0.01%
15
+10
1221
$1.74K ﹤0.01%
27
+8
1222
$1.74K ﹤0.01%
54
+6
1223
$1.74K ﹤0.01%
22
+6
1224
$1.72K ﹤0.01%
7
+2
1225
$1.71K ﹤0.01%
88
47 48
49
50 51