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
1526
$356 ﹤0.01%
11
1527
$353 ﹤0.01%
40
1528
$344 ﹤0.01%
10
1529
$341 ﹤0.01%
+7
1530
$337 ﹤0.01%
19
1531
$326 ﹤0.01%
+30
1532
$326 ﹤0.01%
1
-1
1533
$324 ﹤0.01%
1
1534
$324 ﹤0.01%
4
-6
1535
$315 ﹤0.01%
10
+5
1536
$315 ﹤0.01%
2
-4
1537
$309 ﹤0.01%
5
-9
1538
$307 ﹤0.01%
6
-7
1539
$304 ﹤0.01%
10
-6,000
1540
$303 ﹤0.01%
6
-12
1541
$300 ﹤0.01%
2
-4
1542
$298 ﹤0.01%
2
1543
$291 ﹤0.01%
2
-3
1544
$291 ﹤0.01%
3
-2
1545
$289 ﹤0.01%
10
1546
– –
0
1547
$286 ﹤0.01%
10
-7
1548
$285 ﹤0.01%
2
-6
1549
$279 ﹤0.01%
15
-1,023
1550
$279 ﹤0.01%
+1
60 61
62
63 64