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
1,765
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$805K
3
+$697K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$584K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$359K

Top Sells

1
+$1.53M
2
+$347K
3
+$345K
4
MCD icon
McDonald's
MCD
+$287K
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
1576
$187 ﹤0.01%
1
-1
1577
$181 ﹤0.01%
1
-3
1578
$181 ﹤0.01%
8
1579
$181 ﹤0.01%
5
-16
1580
$174 ﹤0.01%
4
-15
1581
$169 ﹤0.01%
+22
1582
$168 ﹤0.01%
12
1583
$161 ﹤0.01%
+7
1584
$161 ﹤0.01%
+6
1585
$159 ﹤0.01%
1
-4
1586
$159 ﹤0.01%
+2
1587
$157 ﹤0.01%
3
-12
1588
$154 ﹤0.01%
+2
1589
$152 ﹤0.01%
2
1590
$146 ﹤0.01%
+3
1591
$146 ﹤0.01%
20
1592
$146 ﹤0.01%
5
-23
1593
$143 ﹤0.01%
2
-8
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$137 ﹤0.01%
+8
1595
$137 ﹤0.01%
+9
1596
$133 ﹤0.01%
2
-4
1597
$131 ﹤0.01%
41
-33
1598
$131 ﹤0.01%
4
-18
1599
$129 ﹤0.01%
2
-8
1600
$128 ﹤0.01%
3
62 63
64
65 66