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
1626
$127 ﹤0.01%
4
1627
$126 ﹤0.01%
+3
1628
$123 ﹤0.01%
+4
1629
$122 ﹤0.01%
2
1630
$121 ﹤0.01%
3
1631
$117 ﹤0.01%
4
1632
$117 ﹤0.01%
4
-7
1633
$116 ﹤0.01%
+8
1634
$112 ﹤0.01%
9
-1,712
1635
$112 ﹤0.01%
11
1636
$110 ﹤0.01%
+28
1637
$109 ﹤0.01%
9
-438
1638
$105 ﹤0.01%
1
1639
$97 ﹤0.01%
1
1640
$96 ﹤0.01%
6
1641
$95 ﹤0.01%
3
1642
$95 ﹤0.01%
2
-338
1643
$89 ﹤0.01%
2
1644
$86 ﹤0.01%
6
-459
1645
$86 ﹤0.01%
+10
1646
$86 ﹤0.01%
100
1647
$85 ﹤0.01%
1
1648
$82 ﹤0.01%
1
1649
$78 ﹤0.01%
9
1650
$75 ﹤0.01%
1
64 65
66
67 68