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
$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 15.09%
2 Healthcare 12.52%
3 Financials 9.62%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1.73K ﹤0.01%
29
+1
1227
$1.73K ﹤0.01%
91
1228
$1.72K ﹤0.01%
23
1229
$1.68K ﹤0.01%
66
-3,887
1230
$1.68K ﹤0.01%
14
+10
1231
$1.67K ﹤0.01%
14
1232
$1.67K ﹤0.01%
260
1233
$1.65K ﹤0.01%
9
-11
1234
$1.65K ﹤0.01%
33
1235
$1.65K ﹤0.01%
7
-29
1236
$1.64K ﹤0.01%
7
1237
$1.58K ﹤0.01%
15
-2
1238
$1.58K ﹤0.01%
17
-12
1239
$1.58K ﹤0.01%
15
1240
$1.57K ﹤0.01%
21
-1
1241
$1.57K ﹤0.01%
9
1242
$1.54K ﹤0.01%
6
-19
1243
$1.53K ﹤0.01%
33
1244
$1.53K ﹤0.01%
117
-28
1245
$1.5K ﹤0.01%
+15
1246
$1.5K ﹤0.01%
38
1247
$1.49K ﹤0.01%
23
-1
1248
$1.47K ﹤0.01%
65
1249
$1.46K ﹤0.01%
48
-4
1250
$1.45K ﹤0.01%
9
48 49
50
51 52