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
1376
$838 ﹤0.01%
26
1377
$837 ﹤0.01%
47
-744
1378
$835 ﹤0.01%
5
1379
$834 ﹤0.01%
3
1380
$824 ﹤0.01%
14
-2
1381
$824 ﹤0.01%
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1382
$823 ﹤0.01%
10
1383
$822 ﹤0.01%
4
1384
$821 ﹤0.01%
11
1385
$816 ﹤0.01%
20
-1
1386
$815 ﹤0.01%
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1387
$811 ﹤0.01%
10
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$808 ﹤0.01%
5
1389
$807 ﹤0.01%
11
1390
$805 ﹤0.01%
35
-1
1391
$797 ﹤0.01%
14
1392
$797 ﹤0.01%
5
+3
1393
$796 ﹤0.01%
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1394
$794 ﹤0.01%
21
-2
1395
$792 ﹤0.01%
56
-3
1396
$792 ﹤0.01%
7
1397
$790 ﹤0.01%
19
+4
1398
$788 ﹤0.01%
7
1399
$788 ﹤0.01%
24
1400
$784 ﹤0.01%
16
-4
54 55
56
57 58