SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$257K
3
+$243K
4
AAPL icon
Apple
AAPL
+$185K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1
+$234K
2
+$220K
3
+$200K
4
ABBV icon
AbbVie
ABBV
+$99.5K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$245K 0.12%
4,191
-14
127
$243K 0.12%
5,205
-717
128
$240K 0.12%
10,810
129
$240K 0.12%
1,193
+11
130
$233K 0.11%
3,810
131
$230K 0.11%
6,691
-379
132
$229K 0.11%
1,410
133
$226K 0.11%
734
-48
134
$224K 0.11%
2,534
+3
135
$222K 0.11%
8,480
-180
136
$216K 0.1%
455
+3
137
$211K 0.1%
1,953
138
$210K 0.1%
6,479
139
$203K 0.1%
572
140
$202K 0.1%
2,150
-7
141
$199K 0.1%
2,400
+773
142
$198K 0.1%
3,650
+23
143
$195K 0.09%
1,725
-60
144
$193K 0.09%
1,993
145
$192K 0.09%
3,113
+50
146
$191K 0.09%
5,032
+33
147
$191K 0.09%
1,162
+12
148
$187K 0.09%
5,195
-55
149
$186K 0.09%
948
+14
150
$185K 0.09%
4,790
-67
4 5
6
7 8