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
126
$327K 0.12%
5,253
-23
127
$326K 0.12%
1,222
-68
128
$320K 0.12%
702
-14
129
$320K 0.12%
1,258
+15
130
$313K 0.12%
1,998
-14
131
$312K 0.12%
833
-1
132
$307K 0.12%
2,624
-15
133
$306K 0.12%
4,656
+107
134
$300K 0.11%
5,292
+136
135
$298K 0.11%
2,250
-124
136
$292K 0.11%
3,451
-804
137
$289K 0.11%
2,131
-33
138
$288K 0.11%
9,760
-870
139
$287K 0.11%
456
-3
140
$282K 0.11%
3,948
+140
141
$281K 0.11%
3,002
-23
142
$278K 0.11%
10,293
-3,302
143
$275K 0.1%
1,281
-269
144
$269K 0.1%
3,207
+11
145
$266K 0.1%
1,394
-86
146
$263K 0.1%
2,523
147
$262K 0.1%
1,800
+78
148
$253K 0.1%
4,735
149
$247K 0.09%
3,546
150
$243K 0.09%
2,273
-500
4 5
6
7 8