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
1201
$2.22K ﹤0.01%
15
-1
1202
$2.19K ﹤0.01%
35
+18
1203
$2.1K ﹤0.01%
+199
1204
$2.07K ﹤0.01%
80
1205
$2.07K ﹤0.01%
70
-1
1206
$2.05K ﹤0.01%
58
-51
1207
$2.05K ﹤0.01%
24
-8
1208
$2.05K ﹤0.01%
149
+141
1209
$1.94K ﹤0.01%
15
1210
$1.93K ﹤0.01%
28
+11
1211
$1.92K ﹤0.01%
26
1212
$1.89K ﹤0.01%
44
1213
$1.88K ﹤0.01%
54
1214
$1.88K ﹤0.01%
12
-8
1215
$1.86K ﹤0.01%
11
+5
1216
$1.85K ﹤0.01%
24
1217
$1.84K ﹤0.01%
18
-1
1218
$1.84K ﹤0.01%
56
-3
1219
$1.83K ﹤0.01%
8
1220
$1.82K ﹤0.01%
9
1221
$1.82K ﹤0.01%
100
1222
$1.79K ﹤0.01%
45
+25
1223
$1.79K ﹤0.01%
51
-76
1224
$1.77K ﹤0.01%
+29
1225
$1.76K ﹤0.01%
34
47 48
49
50 51