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
$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
101
$425K 0.15%
4,195
+23
102
$409K 0.14%
692
-2
103
$405K 0.14%
6,284
-778
104
$404K 0.14%
1,223
+10
105
$394K 0.14%
3,081
-93
106
$389K 0.13%
14,500
+2,000
107
$388K 0.13%
4,131
-215
108
$385K 0.13%
5,082
+43
109
$383K 0.13%
501
+6
110
$382K 0.13%
1,124
+8
111
$377K 0.13%
2,898
-16
112
$376K 0.13%
4,786
+1,034
113
$374K 0.13%
5,366
+12
114
$374K 0.13%
14,214
-372
115
$373K 0.13%
3,155
+526
116
$368K 0.13%
3,546
117
$363K 0.12%
1,985
-39
118
$361K 0.12%
627
+12
119
$356K 0.12%
3,597
+164
120
$355K 0.12%
948
+12
121
$353K 0.12%
3,480
+12
122
$352K 0.12%
4,177
+65
123
$341K 0.12%
3,110
-978
124
$336K 0.12%
5,276
125
$335K 0.12%
6,753
+864
3 4
5
6 7