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
1601
$175 ﹤0.01%
+1
1602
$168 ﹤0.01%
+6
1603
$167 ﹤0.01%
+3
1604
$166 ﹤0.01%
+2
1605
$164 ﹤0.01%
+1
1606
– –
0
1607
$162 ﹤0.01%
4
-8
1608
$161 ﹤0.01%
4
1609
$159 ﹤0.01%
7
+1
1610
$155 ﹤0.01%
19
-956
1611
$152 ﹤0.01%
8
1612
$151 ﹤0.01%
+4
1613
$151 ﹤0.01%
2
1614
$147 ﹤0.01%
8
1615
$146 ﹤0.01%
8
-277
1616
$146 ﹤0.01%
+17
1617
$145 ﹤0.01%
15
-2,283
1618
$142 ﹤0.01%
+6
1619
$139 ﹤0.01%
10
1620
$138 ﹤0.01%
4
-22
1621
$137 ﹤0.01%
3
1622
$136 ﹤0.01%
5
1623
$136 ﹤0.01%
+1
1624
$135 ﹤0.01%
+8
1625
$129 ﹤0.01%
9
63 64
65
66 67