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
1551
$346 ﹤0.01%
9
+6
1552
$346 ﹤0.01%
+4
1553
$343 ﹤0.01%
11
+4
1554
$336 ﹤0.01%
17
-14
1555
$333 ﹤0.01%
+3
1556
$331 ﹤0.01%
1
1557
$316 ﹤0.01%
13
-129
1558
$315 ﹤0.01%
13
-5
1559
$314 ﹤0.01%
+20
1560
$314 ﹤0.01%
17
+9
1561
$311 ﹤0.01%
+1
1562
$302 ﹤0.01%
5
1563
$300 ﹤0.01%
19
-657
1564
$297 ﹤0.01%
6
+4
1565
$296 ﹤0.01%
2
1566
$293 ﹤0.01%
+7
1567
$286 ﹤0.01%
8
1568
$275 ﹤0.01%
2
1569
$270 ﹤0.01%
+8
1570
$266 ﹤0.01%
8
+5
1571
$261 ﹤0.01%
+9
1572
$257 ﹤0.01%
26
1573
$255 ﹤0.01%
38
1574
$254 ﹤0.01%
+8
1575
$253 ﹤0.01%
17
-455
61 62
63
64 65