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
1301
$1.17K ﹤0.01%
14
+6
1302
$1.17K ﹤0.01%
7
1303
$1.16K ﹤0.01%
+5
1304
$1.16K ﹤0.01%
15
1305
$1.16K ﹤0.01%
69
+18
1306
$1.15K ﹤0.01%
16
+15
1307
$1.15K ﹤0.01%
15
1308
$1.15K ﹤0.01%
113
+47
1309
$1.14K ﹤0.01%
19
+7
1310
$1.14K ﹤0.01%
29
1311
$1.14K ﹤0.01%
17
1312
$1.14K ﹤0.01%
58
1313
$1.13K ﹤0.01%
5
1314
$1.13K ﹤0.01%
13
+7
1315
$1.13K ﹤0.01%
19
+8
1316
$1.13K ﹤0.01%
18
+10
1317
$1.13K ﹤0.01%
12
+7
1318
$1.13K ﹤0.01%
9
+2
1319
$1.13K ﹤0.01%
10
+4
1320
$1.12K ﹤0.01%
26
+13
1321
$1.11K ﹤0.01%
12
-1,214
1322
$1.11K ﹤0.01%
43
+22
1323
$1.09K ﹤0.01%
56
+22
1324
$1.09K ﹤0.01%
11
+3
1325
$1.09K ﹤0.01%
32
+2
51 52
53
54 55