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
$254M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$225K
3
+$215K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$202K
5
VB icon
Vanguard Small-Cap ETF
VB
+$200K

Top Sells

1
+$444K
2
+$159K
3
+$148K
4
GME icon
GameStop
GME
+$107K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$100K

Sector Composition

1 Technology 15.17%
2 Financials 11.82%
3 Healthcare 10.73%
4 Industrials 7.13%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$604 ﹤0.01%
8
1227
$600 ﹤0.01%
+5
1228
$493 ﹤0.01%
5
1229
$486 ﹤0.01%
12
-52
1230
$454 ﹤0.01%
13
1231
$449 ﹤0.01%
3
1232
$441 ﹤0.01%
11
1233
$373 ﹤0.01%
2
1234
$371 ﹤0.01%
13
1235
$345 ﹤0.01%
3
1236
$343 ﹤0.01%
11
1237
$338 ﹤0.01%
44
1238
$301 ﹤0.01%
+1
1239
$264 ﹤0.01%
+4
1240
$250 ﹤0.01%
+3
1241
$241 ﹤0.01%
7
1242
$214 ﹤0.01%
8
1243
$175 ﹤0.01%
10
1244
$174 ﹤0.01%
1
1245
$144 ﹤0.01%
2
-926
1246
$123 ﹤0.01%
20
1247
$92 ﹤0.01%
1
1248
$59 ﹤0.01%
6
1249
$52 ﹤0.01%
10
1250
$40 ﹤0.01%
+4
47 48 49
50
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