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
1251
$1.43K ﹤0.01%
9
-2
1252
$1.43K ﹤0.01%
3
1253
$1.42K ﹤0.01%
23
+10
1254
$1.42K ﹤0.01%
7
+3
1255
$1.42K ﹤0.01%
7
1256
$1.41K ﹤0.01%
+17
1257
$1.4K ﹤0.01%
24
+3
1258
$1.4K ﹤0.01%
102
-8
1259
$1.39K ﹤0.01%
100
1260
$1.38K ﹤0.01%
19
+8
1261
$1.38K ﹤0.01%
27
+8
1262
$1.37K ﹤0.01%
+1
1263
$1.37K ﹤0.01%
30
+18
1264
$1.37K ﹤0.01%
10
1265
$1.36K ﹤0.01%
12
+2
1266
$1.34K ﹤0.01%
21
+13
1267
$1.34K ﹤0.01%
57
1268
$1.33K ﹤0.01%
12
+4
1269
$1.33K ﹤0.01%
3
-1
1270
$1.33K ﹤0.01%
+20
1271
$1.32K ﹤0.01%
11
-1
1272
$1.31K ﹤0.01%
30
+11
1273
$1.31K ﹤0.01%
19
1274
$1.31K ﹤0.01%
+8
1275
$1.31K ﹤0.01%
17
49 50
51
52 53