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
1326
$1.08K ﹤0.01%
22
+5
1327
$1.07K ﹤0.01%
17
1328
$1.06K ﹤0.01%
13
+7
1329
$1.06K ﹤0.01%
8
+4
1330
$1.06K ﹤0.01%
+26
1331
$1.06K ﹤0.01%
7
-2
1332
$1.05K ﹤0.01%
+15
1333
$1.04K ﹤0.01%
6
-6
1334
$1.03K ﹤0.01%
10
+2
1335
$1.03K ﹤0.01%
16
+9
1336
$1.03K ﹤0.01%
30
1337
$1.02K ﹤0.01%
21
+3
1338
$1.02K ﹤0.01%
7
1339
$1.02K ﹤0.01%
12
+5
1340
$1.02K ﹤0.01%
19
1341
$1.01K ﹤0.01%
6
+2
1342
$1K ﹤0.01%
53
+30
1343
$997 ﹤0.01%
44
+11
1344
$997 ﹤0.01%
7
+3
1345
$990 ﹤0.01%
30
1346
$985 ﹤0.01%
9
+2
1347
$977 ﹤0.01%
7
-327
1348
$976 ﹤0.01%
31
+16
1349
$972 ﹤0.01%
25
+4
1350
$971 ﹤0.01%
12
+3
52 53
54
55 56