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
1476
$532 ﹤0.01%
33
-9,512
1477
$529 ﹤0.01%
12
-320
1478
$529 ﹤0.01%
10
+1
1479
$525 ﹤0.01%
6
1480
$523 ﹤0.01%
31
-24
1481
$523 ﹤0.01%
4
1482
$523 ﹤0.01%
38
-660
1483
$518 ﹤0.01%
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-4
1484
$515 ﹤0.01%
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-23
1485
$512 ﹤0.01%
+12
1486
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6
+2
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$510 ﹤0.01%
1
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$508 ﹤0.01%
5
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$506 ﹤0.01%
20
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$503 ﹤0.01%
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$497 ﹤0.01%
3
+2
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$496 ﹤0.01%
38
-1,820
1494
$495 ﹤0.01%
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-835
1495
$495 ﹤0.01%
8
1496
$489 ﹤0.01%
10
-230
1497
$488 ﹤0.01%
10
+1
1498
$486 ﹤0.01%
4
1499
$477 ﹤0.01%
7
1500
$474 ﹤0.01%
5
+2
58 59
60
61 62