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
151
$240K 0.09%
11,126
-98
152
$240K 0.09%
866
+6
153
$237K 0.09%
2,190
+433
154
$235K 0.09%
7,455
155
$234K 0.09%
16,571
-18
156
$230K 0.09%
3,185
-2,023
157
$226K 0.09%
1,432
-61
158
$226K 0.09%
3,070
-103
159
$224K 0.09%
8,130
160
$220K 0.08%
1,121
-5
161
$218K 0.08%
1,991
-142
162
$218K 0.08%
5,068
-146
163
$215K 0.08%
1,358
164
$214K 0.08%
1,439
-1
165
$213K 0.08%
9,686
166
$213K 0.08%
963
-54
167
$210K 0.08%
3,096
+221
168
$209K 0.08%
4,568
+62
169
$207K 0.08%
5,896
-2,167
170
$207K 0.08%
3,135
171
$207K 0.08%
6,470
-48
172
$206K 0.08%
+2,658
173
$204K 0.08%
2,422
+69
174
$201K 0.08%
3,202
+2,175
175
$199K 0.08%
6,604
5 6
7
8 9