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
1526
$402 ﹤0.01%
3
-2
1527
$401 ﹤0.01%
1
1528
$401 ﹤0.01%
19
-106
1529
$400 ﹤0.01%
16
-9
1530
$396 ﹤0.01%
+26
1531
$395 ﹤0.01%
2
1532
$394 ﹤0.01%
4
-8
1533
$390 ﹤0.01%
35
+15
1534
$390 ﹤0.01%
30
+1
1535
$390 ﹤0.01%
17
-18
1536
$388 ﹤0.01%
8
-2
1537
$381 ﹤0.01%
+4
1538
$376 ﹤0.01%
18
-879
1539
$375 ﹤0.01%
11
+7
1540
$370 ﹤0.01%
7
+2
1541
$369 ﹤0.01%
6
1542
$368 ﹤0.01%
2
1543
$364 ﹤0.01%
8
-12
1544
$361 ﹤0.01%
4
1545
$361 ﹤0.01%
2
1546
$360 ﹤0.01%
5
1547
$356 ﹤0.01%
11
1548
$356 ﹤0.01%
11
1549
$355 ﹤0.01%
+6
1550
$350 ﹤0.01%
6
+4
60 61
62
63 64