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
1551
$277 ﹤0.01%
+5
1552
$277 ﹤0.01%
4
-7
1553
$269 ﹤0.01%
+13
1554
$265 ﹤0.01%
7
1555
$263 ﹤0.01%
1
-3
1556
$257 ﹤0.01%
14
-40
1557
$253 ﹤0.01%
+7
1558
$249 ﹤0.01%
1
-2
1559
$244 ﹤0.01%
4
-11
1560
$233 ﹤0.01%
2
-5
1561
$225 ﹤0.01%
8
+3
1562
$222 ﹤0.01%
1
-3
1563
$222 ﹤0.01%
3
1564
$221 ﹤0.01%
14
1565
$220 ﹤0.01%
4
1566
$211 ﹤0.01%
14
-3
1567
$210 ﹤0.01%
3
-113
1568
$207 ﹤0.01%
6
1569
$207 ﹤0.01%
3
-2
1570
$206 ﹤0.01%
4
-11
1571
$206 ﹤0.01%
6
1572
$205 ﹤0.01%
7
-18
1573
$200 ﹤0.01%
2
1574
$194 ﹤0.01%
3
-7
1575
$189 ﹤0.01%
1
-3
61 62
63
64 65