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
101
$337K 0.16%
1,002
+84
102
$334K 0.16%
1,111
103
$333K 0.16%
4,435
-3
104
$332K 0.16%
5,582
105
$329K 0.16%
1,866
+208
106
$328K 0.16%
5,340
107
$311K 0.15%
12,500
108
$305K 0.15%
2,656
109
$300K 0.15%
1,420
110
$299K 0.14%
677
111
$295K 0.14%
3,734
112
$294K 0.14%
2,343
+7
113
$288K 0.14%
1,837
-3
114
$287K 0.14%
1,263
115
$285K 0.14%
2,946
-7
116
$278K 0.13%
10,436
117
$276K 0.13%
1,673
-242
118
$274K 0.13%
487
119
$270K 0.13%
3,354
120
$267K 0.13%
3,817
121
$264K 0.13%
949
-2
122
$262K 0.13%
2,367
123
$256K 0.12%
13,899
124
$255K 0.12%
7,017
-7
125
$250K 0.12%
883
-1
3 4
5
6 7