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
1326
$986 ﹤0.01%
16
1327
$985 ﹤0.01%
19
1328
$982 ﹤0.01%
18
-1
1329
$976 ﹤0.01%
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1330
$976 ﹤0.01%
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-3
1331
$975 ﹤0.01%
10
1332
$975 ﹤0.01%
11
1333
$973 ﹤0.01%
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-6
1334
$973 ﹤0.01%
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$972 ﹤0.01%
25
1336
$971 ﹤0.01%
5
1337
$962 ﹤0.01%
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-1
1338
$960 ﹤0.01%
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1339
$959 ﹤0.01%
+56
1340
$953 ﹤0.01%
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1341
$941 ﹤0.01%
+77
1342
$941 ﹤0.01%
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1343
$941 ﹤0.01%
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1344
$937 ﹤0.01%
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1345
$936 ﹤0.01%
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-2
1346
$934 ﹤0.01%
11
+3
1347
$934 ﹤0.01%
273
1348
$930 ﹤0.01%
34
-640
1349
$925 ﹤0.01%
18
1350
$923 ﹤0.01%
18
52 53
54
55 56