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
1351
$919 ﹤0.01%
11
-1
1352
$912 ﹤0.01%
10
1353
$902 ﹤0.01%
3
1354
$902 ﹤0.01%
+11
1355
$895 ﹤0.01%
+8
1356
$891 ﹤0.01%
30
1357
$889 ﹤0.01%
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1358
$888 ﹤0.01%
+27
1359
$887 ﹤0.01%
10
-1
1360
$880 ﹤0.01%
20
-1
1361
$878 ﹤0.01%
7
1362
$878 ﹤0.01%
25
-3
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$872 ﹤0.01%
8
1364
$870 ﹤0.01%
29
-1
1365
$867 ﹤0.01%
25
-2
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$860 ﹤0.01%
8
1367
$860 ﹤0.01%
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$854 ﹤0.01%
13
+12
1369
$852 ﹤0.01%
9
1370
$851 ﹤0.01%
6
1371
$850 ﹤0.01%
9
+5
1372
$845 ﹤0.01%
18
-2
1373
$845 ﹤0.01%
6
1374
$841 ﹤0.01%
39
-3
1375
$839 ﹤0.01%
30
53 54
55
56 57