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
1351
$971 ﹤0.01%
2
+1
1352
$967 ﹤0.01%
+45
1353
$957 ﹤0.01%
23
+8
1354
$955 ﹤0.01%
37
1355
$948 ﹤0.01%
15
+8
1356
$947 ﹤0.01%
14
-2
1357
$946 ﹤0.01%
11
1358
$936 ﹤0.01%
32
-316
1359
$933 ﹤0.01%
+5
1360
$929 ﹤0.01%
10
+3
1361
$927 ﹤0.01%
5
+2
1362
$924 ﹤0.01%
16
1363
$921 ﹤0.01%
14
+4
1364
$917 ﹤0.01%
20
-1
1365
$917 ﹤0.01%
5
1366
$914 ﹤0.01%
3
1367
$912 ﹤0.01%
4
+1
1368
$905 ﹤0.01%
10
+7
1369
$898 ﹤0.01%
+15
1370
$897 ﹤0.01%
22
1371
$897 ﹤0.01%
21
+8
1372
$896 ﹤0.01%
+51
1373
$895 ﹤0.01%
+12
1374
$891 ﹤0.01%
4
+2
1375
$889 ﹤0.01%
22
53 54
55
56 57