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
1276
$1.22K ﹤0.01%
+18
1277
$1.22K ﹤0.01%
22
+3
1278
$1.21K ﹤0.01%
58
1279
$1.21K ﹤0.01%
9
1280
$1.2K ﹤0.01%
10
1281
$1.2K ﹤0.01%
18
1282
$1.2K ﹤0.01%
24
1283
$1.19K ﹤0.01%
+83
1284
$1.18K ﹤0.01%
8
1285
$1.18K ﹤0.01%
6
+3
1286
$1.16K ﹤0.01%
7
1287
$1.16K ﹤0.01%
27
-2
1288
$1.16K ﹤0.01%
29
-1
1289
$1.16K ﹤0.01%
56
+16
1290
$1.15K ﹤0.01%
40
-2
1291
$1.15K ﹤0.01%
20
1292
$1.13K ﹤0.01%
11
-65
1293
$1.12K ﹤0.01%
25
+22
1294
$1.11K ﹤0.01%
19
1295
$1.11K ﹤0.01%
18
1296
$1.09K ﹤0.01%
86
+26
1297
$1.09K ﹤0.01%
23
1298
$1.08K ﹤0.01%
+5
1299
$1.08K ﹤0.01%
60
-2
1300
$1.08K ﹤0.01%
22
-165
50 51
52
53 54