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
1401
$782 ﹤0.01%
9
-1
1402
$777 ﹤0.01%
7
1403
$775 ﹤0.01%
34
1404
$773 ﹤0.01%
19
-11
1405
$773 ﹤0.01%
52
+46
1406
$771 ﹤0.01%
26
-14
1407
$761 ﹤0.01%
17
-1
1408
$752 ﹤0.01%
14
-1
1409
$750 ﹤0.01%
15
-511
1410
$744 ﹤0.01%
29
1411
$743 ﹤0.01%
10
1412
$739 ﹤0.01%
41
1413
$732 ﹤0.01%
67
-1,522
1414
$731 ﹤0.01%
5
1415
$725 ﹤0.01%
3
-26
1416
$725 ﹤0.01%
15
1417
$722 ﹤0.01%
30
-2
1418
$720 ﹤0.01%
34
1419
$718 ﹤0.01%
3
1420
$712 ﹤0.01%
1
1421
$707 ﹤0.01%
21
+1
1422
$703 ﹤0.01%
10
+3
1423
$703 ﹤0.01%
15
1424
$694 ﹤0.01%
19
1425
$693 ﹤0.01%
107
-4
55 56
57
58 59