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
$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
1226
$1.71K ﹤0.01%
15
1227
$1.7K ﹤0.01%
28
-10
1228
$1.69K ﹤0.01%
2
+1
1229
$1.69K ﹤0.01%
22
+21
1230
$1.68K ﹤0.01%
31
1231
$1.67K ﹤0.01%
14
+5
1232
$1.66K ﹤0.01%
68
-5,803
1233
$1.63K ﹤0.01%
29
+16
1234
$1.61K ﹤0.01%
20
+3
1235
$1.59K ﹤0.01%
22
+6
1236
$1.58K ﹤0.01%
22
1237
$1.57K ﹤0.01%
28
1238
$1.57K ﹤0.01%
45
+11
1239
$1.56K ﹤0.01%
17
+6
1240
$1.55K ﹤0.01%
53
1241
$1.53K ﹤0.01%
8
1242
$1.53K ﹤0.01%
44
-10
1243
$1.51K ﹤0.01%
11
+4
1244
$1.51K ﹤0.01%
10
-6
1245
$1.5K ﹤0.01%
8
+2
1246
$1.49K ﹤0.01%
10
+2
1247
$1.46K ﹤0.01%
+1
1248
$1.46K ﹤0.01%
7
1249
$1.45K ﹤0.01%
58
-5
1250
$1.44K ﹤0.01%
8
+3
48 49
50
51 52