SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$257K
3
+$243K
4
AAPL icon
Apple
AAPL
+$185K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1
+$234K
2
+$220K
3
+$200K
4
ABBV icon
AbbVie
ABBV
+$99.5K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$180K 0.09%
1,077
-2
152
$179K 0.09%
1,085
153
$178K 0.09%
4,110
-116
154
$177K 0.09%
3,114
155
$175K 0.08%
1,306
+4
156
$175K 0.08%
5,090
157
$171K 0.08%
1,660
+20
158
$170K 0.08%
2,952
-42
159
$167K 0.08%
5,074
+33
160
$166K 0.08%
7,811
161
$166K 0.08%
1,433
+3
162
$161K 0.08%
2,188
163
$160K 0.08%
2,515
+14
164
$157K 0.08%
4,189
+45
165
$156K 0.08%
2,514
+10
166
$156K 0.08%
1,418
-60
167
$155K 0.07%
3,546
168
$152K 0.07%
10,041
169
$150K 0.07%
3,470
+237
170
$148K 0.07%
6,853
171
$148K 0.07%
1,469
172
$147K 0.07%
1,430
173
$146K 0.07%
4,033
+3
174
$144K 0.07%
3,528
175
$144K 0.07%
6,423
5 6
7
8 9