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
176
$212K 0.07%
1,660
-4
177
$207K 0.07%
1,100
+25
178
$204K 0.07%
591
+2
179
$202K 0.07%
3,052
180
$202K 0.07%
3,177
+937
181
$202K 0.07%
2,470
+17
182
$199K 0.07%
3,752
+29
183
$199K 0.07%
4,351
+18
184
$198K 0.07%
1,415
-2
185
$193K 0.07%
8,605
+67
186
$191K 0.07%
10,698
-4,017
187
$189K 0.07%
899
+13
188
$185K 0.06%
3,156
+48
189
$184K 0.06%
1,358
190
$183K 0.06%
+10,552
191
$173K 0.06%
1,459
+5
192
$173K 0.06%
3,553
-9
193
$168K 0.06%
1,366
+461
194
$168K 0.06%
5,821
195
$164K 0.06%
5,172
196
$163K 0.06%
2,327
+44
197
$160K 0.06%
2,545
+24
198
$158K 0.05%
2,960
-183
199
$157K 0.05%
3,411
-258
200
$153K 0.05%
1,831
6 7
8
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