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
1426
$691 ﹤0.01%
10
+2
1427
$686 ﹤0.01%
10
1428
$684 ﹤0.01%
10
1429
$683 ﹤0.01%
8
1430
$676 ﹤0.01%
14
-11
1431
$670 ﹤0.01%
9
1432
$668 ﹤0.01%
11
1433
$665 ﹤0.01%
21
1434
$663 ﹤0.01%
7
1435
$660 ﹤0.01%
43
1436
$660 ﹤0.01%
2
1437
$659 ﹤0.01%
2
1438
$654 ﹤0.01%
+11
1439
$652 ﹤0.01%
8
1440
$648 ﹤0.01%
14
1441
$647 ﹤0.01%
11
1442
$642 ﹤0.01%
44
1443
$636 ﹤0.01%
10
1444
$634 ﹤0.01%
6
1445
$633 ﹤0.01%
10
1446
$624 ﹤0.01%
18
1447
$620 ﹤0.01%
+20
1448
$617 ﹤0.01%
17
1449
$617 ﹤0.01%
10
-7
1450
$615 ﹤0.01%
9
+7
56 57
58
59 60