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
1501
$473 ﹤0.01%
23
1502
$468 ﹤0.01%
5
1503
$465 ﹤0.01%
6
1504
$461 ﹤0.01%
7
-2
1505
$460 ﹤0.01%
8
-14
1506
$458 ﹤0.01%
30
1507
$457 ﹤0.01%
20
1508
$456 ﹤0.01%
4
1509
$451 ﹤0.01%
15
+5
1510
$447 ﹤0.01%
19
+8
1511
$443 ﹤0.01%
6
1512
$440 ﹤0.01%
13
1513
$440 ﹤0.01%
2
+1
1514
$439 ﹤0.01%
28
+11
1515
$434 ﹤0.01%
24
+8
1516
$430 ﹤0.01%
9
-374
1517
$426 ﹤0.01%
8
1518
$425 ﹤0.01%
13
1519
$425 ﹤0.01%
4
1520
$423 ﹤0.01%
4
1521
$419 ﹤0.01%
7
+5
1522
$412 ﹤0.01%
+10
1523
$411 ﹤0.01%
2
-1
1524
$410 ﹤0.01%
4
1525
$408 ﹤0.01%
11
59 60
61
62 63