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
1276
$1.3K ﹤0.01%
9
1277
$1.3K ﹤0.01%
+10
1278
$1.29K ﹤0.01%
19
+8
1279
$1.29K ﹤0.01%
11
+5
1280
$1.28K ﹤0.01%
12
1281
$1.27K ﹤0.01%
4
-5
1282
$1.26K ﹤0.01%
+76
1283
$1.25K ﹤0.01%
32
1284
$1.24K ﹤0.01%
+31
1285
$1.24K ﹤0.01%
15
+8
1286
$1.24K ﹤0.01%
31
+14
1287
$1.23K ﹤0.01%
25
1288
$1.23K ﹤0.01%
3
-2
1289
$1.22K ﹤0.01%
5
+3
1290
$1.21K ﹤0.01%
+18
1291
$1.21K ﹤0.01%
101
1292
$1.2K ﹤0.01%
35
1293
$1.2K ﹤0.01%
4
+1
1294
$1.2K ﹤0.01%
+11
1295
$1.19K ﹤0.01%
6
+2
1296
$1.18K ﹤0.01%
23
+8
1297
$1.18K ﹤0.01%
16
+7
1298
$1.18K ﹤0.01%
18
-4
1299
$1.17K ﹤0.01%
+15
1300
$1.17K ﹤0.01%
15
50 51
52
53 54