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
1,764
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$824K
3
+$705K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$584K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$364K

Top Sells

1
+$1.49M
2
+$345K
3
+$336K
4
MCD icon
McDonald's
MCD
+$285K
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
151
$262K 0.09%
1,103
+8
152
$256K 0.09%
5,166
+6
153
$256K 0.09%
3,277
-235
154
$255K 0.09%
834
+4
155
$254K 0.09%
4,030
+470
156
$253K 0.09%
2,184
-15
157
$250K 0.09%
1,421
+30
158
$250K 0.09%
11,210
-3
159
$245K 0.08%
1,517
+8
160
$244K 0.08%
7,480
+4,319
161
$243K 0.08%
10,041
162
$242K 0.08%
16,548
+20
163
$241K 0.08%
6,532
+23
164
$238K 0.08%
1,222
-1
165
$234K 0.08%
11,092
-7,069
166
$233K 0.08%
5,207
167
$226K 0.08%
+2,168
168
$225K 0.08%
3,208
+28
169
$221K 0.08%
2,200
+4
170
$221K 0.08%
4,227
+130
171
$221K 0.08%
1,772
+419
172
$220K 0.08%
2,545
+595
173
$218K 0.08%
9,686
+1,620
174
$215K 0.07%
4,731
+23
175
$213K 0.07%
3,148
5 6
7
8 9