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
1451
$603 ﹤0.01%
2
1452
$598 ﹤0.01%
4
1453
$595 ﹤0.01%
13
1454
$588 ﹤0.01%
17
+6
1455
$584 ﹤0.01%
+65
1456
$583 ﹤0.01%
6
1457
$581 ﹤0.01%
5
-5
1458
$577 ﹤0.01%
23
+3
1459
$574 ﹤0.01%
8
1460
$574 ﹤0.01%
11
1461
$570 ﹤0.01%
7
-7
1462
$568 ﹤0.01%
2
-3
1463
$568 ﹤0.01%
+23
1464
$568 ﹤0.01%
7
-1
1465
$563 ﹤0.01%
+1
1466
$560 ﹤0.01%
+6
1467
$560 ﹤0.01%
+49
1468
$557 ﹤0.01%
7
1469
$555 ﹤0.01%
12
1470
$551 ﹤0.01%
3
-2
1471
$550 ﹤0.01%
12
1472
$544 ﹤0.01%
8
+2
1473
$539 ﹤0.01%
7
1474
$539 ﹤0.01%
22
1475
$528 ﹤0.01%
13
-1
57 58
59
60 61