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
1401
$767 ﹤0.01%
12
+2
1402
$767 ﹤0.01%
9
+6
1403
$766 ﹤0.01%
13
+3
1404
$765 ﹤0.01%
22
-1
1405
$764 ﹤0.01%
10
1406
$763 ﹤0.01%
11
1407
$763 ﹤0.01%
+38
1408
$762 ﹤0.01%
34
1409
$751 ﹤0.01%
5
1410
$749 ﹤0.01%
+19
1411
$749 ﹤0.01%
6
1412
$744 ﹤0.01%
18
+12
1413
$740 ﹤0.01%
35
-31
1414
$738 ﹤0.01%
14
+6
1415
$737 ﹤0.01%
7
+1
1416
$737 ﹤0.01%
8
1417
$737 ﹤0.01%
+13
1418
$728 ﹤0.01%
13
1419
$726 ﹤0.01%
26
1420
$721 ﹤0.01%
10
+8
1421
$719 ﹤0.01%
62
-530
1422
$718 ﹤0.01%
3
-2
1423
$712 ﹤0.01%
+6
1424
$708 ﹤0.01%
9
+2
1425
$702 ﹤0.01%
5
-4
55 56
57
58 59