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
$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 15.13%
2 Healthcare 12.52%
3 Financials 9.58%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$417K 0.16%
14,033
102
$411K 0.16%
11,754
+613
103
$409K 0.16%
4,041
-48
104
$405K 0.15%
2,987
+214
105
$401K 0.15%
4,304
+97
106
$397K 0.15%
2,286
-580
107
$395K 0.15%
8,355
+111
108
$395K 0.15%
15,700
109
$393K 0.15%
713
-239
110
$391K 0.15%
3,064
111
$390K 0.15%
4,947
-168
112
$370K 0.14%
1,976
113
$361K 0.14%
5,366
114
$358K 0.14%
14,214
115
$352K 0.13%
3,507
+356
116
$351K 0.13%
4,042
-81
117
$351K 0.13%
4,214
118
$350K 0.13%
3,320
119
$349K 0.13%
1,440
120
$349K 0.13%
6,920
+372
121
$347K 0.13%
489
-5
122
$343K 0.13%
12,202
123
$340K 0.13%
7,131
-2,125
124
$338K 0.13%
2,489
+17
125
$333K 0.13%
2,011
3 4
5
6 7