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
1301
$1.07K ﹤0.01%
8
1302
$1.07K ﹤0.01%
4
1303
$1.07K ﹤0.01%
27
1304
$1.06K ﹤0.01%
8
-1
1305
$1.06K ﹤0.01%
8
1306
$1.06K ﹤0.01%
5
1307
$1.05K ﹤0.01%
247
1308
$1.05K ﹤0.01%
16
-2
1309
$1.05K ﹤0.01%
18
-1
1310
$1.05K ﹤0.01%
+16
1311
$1.05K ﹤0.01%
5
1312
$1.05K ﹤0.01%
21
1313
$1.05K ﹤0.01%
4
1314
$1.04K ﹤0.01%
11
1315
$1.03K ﹤0.01%
23
+1
1316
$1.03K ﹤0.01%
8
+1
1317
$1.03K ﹤0.01%
14
-1
1318
$1.02K ﹤0.01%
18
1319
$1.02K ﹤0.01%
17
-1
1320
$1.01K ﹤0.01%
124
1321
$1K ﹤0.01%
88
1322
$1K ﹤0.01%
37
-457
1323
$996 ﹤0.01%
19
1324
$996 ﹤0.01%
27
1325
$991 ﹤0.01%
19
-1
51 52
53
54 55