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
126
$332K 0.11%
2,470
-1
127
$331K 0.11%
1,277
+3
128
$327K 0.11%
3,063
-291
129
$324K 0.11%
2,172
+338
130
$319K 0.11%
2,015
131
$318K 0.11%
9,892
132
$313K 0.11%
1,772
-2
133
$311K 0.11%
2,011
+6
134
$305K 0.1%
2,772
+6
135
$304K 0.1%
4,539
136
$301K 0.1%
462
+2
137
$301K 0.1%
3,014
+19
138
$300K 0.1%
3,648
-60
139
$297K 0.1%
2,465
+1
140
$295K 0.1%
2,127
+3
141
$292K 0.1%
1,425
142
$292K 0.1%
2,905
+44
143
$288K 0.1%
1,503
-20
144
$287K 0.1%
5,065
+13
145
$286K 0.1%
8,130
146
$285K 0.1%
2,390
+21
147
$275K 0.09%
5,681
+8
148
$273K 0.09%
3,771
+31
149
$268K 0.09%
1,022
-283
150
$267K 0.09%
1,450
+15
4 5
6
7 8