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
1576
$251 ﹤0.01%
3
-2
1577
$247 ﹤0.01%
13
-426
1578
$242 ﹤0.01%
15
1579
$241 ﹤0.01%
15
-50
1580
$240 ﹤0.01%
14
1581
$239 ﹤0.01%
9
1582
$237 ﹤0.01%
+4
1583
$219 ﹤0.01%
+3
1584
$218 ﹤0.01%
+2
1585
$218 ﹤0.01%
3
1586
$215 ﹤0.01%
+3
1587
$215 ﹤0.01%
4
-6
1588
$212 ﹤0.01%
3
+1
1589
$211 ﹤0.01%
2
-910
1590
$206 ﹤0.01%
4
-196
1591
$205 ﹤0.01%
1
1592
$205 ﹤0.01%
+2
1593
$202 ﹤0.01%
2
+1
1594
$201 ﹤0.01%
5
1595
$199 ﹤0.01%
6
1596
$198 ﹤0.01%
+7
1597
$196 ﹤0.01%
+6
1598
$193 ﹤0.01%
3
-2
1599
$189 ﹤0.01%
93
-8,119
1600
$180 ﹤0.01%
9
-591
62 63
64
65 66