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
1501
$438 ﹤0.01%
8
1502
$437 ﹤0.01%
+4
1503
$436 ﹤0.01%
6
-1,306
1504
$433 ﹤0.01%
4
-48
1505
$429 ﹤0.01%
9
1506
$427 ﹤0.01%
5
-7
1507
$425 ﹤0.01%
14
-9
1508
$424 ﹤0.01%
2
1509
$420 ﹤0.01%
5
1510
$420 ﹤0.01%
+27
1511
$416 ﹤0.01%
3
-4
1512
$412 ﹤0.01%
+8
1513
$412 ﹤0.01%
2
-2
1514
$409 ﹤0.01%
+12
1515
$408 ﹤0.01%
+24
1516
$402 ﹤0.01%
16
-12
1517
$399 ﹤0.01%
2
-2
1518
$396 ﹤0.01%
7
1519
$394 ﹤0.01%
12
1520
$388 ﹤0.01%
16
+7
1521
$385 ﹤0.01%
11
-18
1522
$374 ﹤0.01%
13
1523
$361 ﹤0.01%
+11
1524
$361 ﹤0.01%
+5
1525
$358 ﹤0.01%
26
59 60
61
62 63