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
+$762K
2
+$644K
3
+$612K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$471K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$422K

Top Sells

1
+$810K
2
+$578K
3
+$249K
4
AAPL icon
Apple
AAPL
+$215K
5
QCOM icon
Qualcomm
QCOM
+$184K

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
1726
– –
0
1727
– –
-23
1728
– –
-37
1729
– –
-1,315
1730
– –
-14
1731
– –
-28
1732
– –
-205
1733
– –
-30
1734
– –
0
1735
– –
0
1736
– –
-29
1737
– –
-14
1738
– –
-1,387
1739
– –
-6
1740
– –
-10
1741
– –
-543
1742
– –
-138
1743
– –
0
1744
– –
-27
1745
– –
-548
1746
– –
0
1747
– –
-333
1748
– –
-21
1749
– –
-5
1750
– –
-1,226
67 68 69
70
71