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
1376
$887 ﹤0.01%
18
1377
$882 ﹤0.01%
45
+23
1378
$876 ﹤0.01%
16
1379
$874 ﹤0.01%
27
+18
1380
$868 ﹤0.01%
+2
1381
$865 ﹤0.01%
21
+10
1382
$859 ﹤0.01%
15
1383
$858 ﹤0.01%
+20
1384
$857 ﹤0.01%
16
-113
1385
$846 ﹤0.01%
+2
1386
$844 ﹤0.01%
+12
1387
$835 ﹤0.01%
8
1388
$830 ﹤0.01%
6
1389
$820 ﹤0.01%
3
1390
$811 ﹤0.01%
52
1391
$810 ﹤0.01%
10
1392
$804 ﹤0.01%
37
+24
1393
$800 ﹤0.01%
24
+12
1394
$794 ﹤0.01%
+12
1395
$793 ﹤0.01%
10
1396
$781 ﹤0.01%
7
1397
$779 ﹤0.01%
19
+11
1398
$776 ﹤0.01%
11
-466
1399
$773 ﹤0.01%
18
+10
1400
$772 ﹤0.01%
10
-8
54 55
56
57 58