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
1601
$125 ﹤0.01%
+7
1602
$121 ﹤0.01%
3
-12
1603
$120 ﹤0.01%
2
-8
1604
$117 ﹤0.01%
3
-2
1605
$117 ﹤0.01%
+9
1606
$116 ﹤0.01%
+2
1607
$116 ﹤0.01%
+8
1608
– –
0
1609
$114 ﹤0.01%
+1
1610
$111 ﹤0.01%
1
-32
1611
$110 ﹤0.01%
+4
1612
$109 ﹤0.01%
8
-9
1613
$108 ﹤0.01%
5
-5
1614
$108 ﹤0.01%
+9
1615
$108 ﹤0.01%
1
1616
$104 ﹤0.01%
2
-12
1617
$103 ﹤0.01%
2
-7
1618
$103 ﹤0.01%
+2
1619
$101 ﹤0.01%
2
-9
1620
$100 ﹤0.01%
5
-3
1621
$99 ﹤0.01%
3
-216
1622
$95 ﹤0.01%
2
-2
1623
$35 ﹤0.01%
1
-412
1624
$4 ﹤0.01%
1
1625
– –
-494
63 64
65
66 67