We are live on ! Find out more
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
1,765
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$805K
3
+$697K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$584K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$359K

Top Sells

1
+$1.53M
2
+$347K
3
+$345K
4
MCD icon
McDonald's
MCD
+$287K
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
1726
– –
-27
1727
– –
-18
1728
– –
-11
1729
– –
-638
1730
– –
-9
1731
– –
-83
1732
– –
-230
1733
– –
-804
1734
– –
0
1735
– –
-4
1736
– –
-1,054
1737
– –
-368
1738
– –
-5
1739
– –
-6
1740
– –
-7
1741
– –
-6
1742
– –
-10
1743
– –
-3
1744
– –
-755
1745
– –
-11
1746
– –
-44
1747
– –
-46
1748
– –
-9
1749
– –
-111
1750
– –
-27
67 68 69
70
71