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
1426
$700 ﹤0.01%
7
1427
$694 ﹤0.01%
4
1428
$689 ﹤0.01%
+10
1429
$688 ﹤0.01%
51
-1,348
1430
$688 ﹤0.01%
11
1431
$687 ﹤0.01%
10
1432
$685 ﹤0.01%
28
1433
$684 ﹤0.01%
10
+1
1434
$683 ﹤0.01%
30
1435
$677 ﹤0.01%
16
1436
$677 ﹤0.01%
9
-8
1437
$675 ﹤0.01%
9
1438
$671 ﹤0.01%
15
1439
$666 ﹤0.01%
16
-36
1440
$659 ﹤0.01%
30
+4
1441
$655 ﹤0.01%
10
1442
$653 ﹤0.01%
+15
1443
$650 ﹤0.01%
17
1444
$645 ﹤0.01%
7
1445
$643 ﹤0.01%
20
1446
$629 ﹤0.01%
4
1447
$617 ﹤0.01%
17
1448
$616 ﹤0.01%
30
1449
$610 ﹤0.01%
17
-17
1450
$608 ﹤0.01%
10
56 57
58
59 60