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
1451
$602 ﹤0.01%
9
1452
$600 ﹤0.01%
+7
1453
$597 ﹤0.01%
8
-23
1454
$595 ﹤0.01%
12
1455
$590 ﹤0.01%
13
1456
$585 ﹤0.01%
12
-6
1457
$583 ﹤0.01%
17
+13
1458
$581 ﹤0.01%
23
+7
1459
$581 ﹤0.01%
20
+5
1460
$576 ﹤0.01%
+11
1461
$575 ﹤0.01%
15
+8
1462
$571 ﹤0.01%
16
1463
$561 ﹤0.01%
5
+1
1464
$559 ﹤0.01%
2
+1
1465
$551 ﹤0.01%
7
1466
$551 ﹤0.01%
8
1467
$550 ﹤0.01%
13
+2
1468
$549 ﹤0.01%
4
1469
$548 ﹤0.01%
15
1470
$546 ﹤0.01%
47
1471
$546 ﹤0.01%
6
1472
$541 ﹤0.01%
4
1473
$540 ﹤0.01%
5
1474
$536 ﹤0.01%
+71
1475
$536 ﹤0.01%
40
+33
57 58
59
60 61