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
1251
$1.44K ﹤0.01%
43
-3
1252
$1.44K ﹤0.01%
29
+1
1253
$1.43K ﹤0.01%
14
1254
$1.41K ﹤0.01%
4
-10
1255
$1.41K ﹤0.01%
+34
1256
$1.4K ﹤0.01%
+96
1257
$1.4K ﹤0.01%
57
1258
$1.35K ﹤0.01%
+11
1259
$1.35K ﹤0.01%
6
1260
$1.34K ﹤0.01%
19
-1
1261
$1.33K ﹤0.01%
6
1262
$1.33K ﹤0.01%
24
-7
1263
$1.32K ﹤0.01%
23
1264
$1.31K ﹤0.01%
6
1265
$1.3K ﹤0.01%
12
-1
1266
$1.29K ﹤0.01%
22
1267
$1.28K ﹤0.01%
9
1268
$1.27K ﹤0.01%
35
-9
1269
$1.26K ﹤0.01%
32
1270
$1.26K ﹤0.01%
3
-8
1271
$1.26K ﹤0.01%
28
1272
$1.25K ﹤0.01%
17
1273
$1.25K ﹤0.01%
55
+2
1274
$1.24K ﹤0.01%
10
1275
$1.22K ﹤0.01%
24
-1
49 50
51
52 53