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
176
$193K 0.07%
2,189
+1
177
$192K 0.07%
5,147
-80
178
$189K 0.07%
1,669
+19
179
$189K 0.07%
1,121
-29
180
$188K 0.07%
2,459
-12
181
$188K 0.07%
5,853
182
$184K 0.07%
10,041
183
$183K 0.07%
1,627
+69
184
$181K 0.07%
354
-2
185
$181K 0.07%
3,980
-46
186
$180K 0.07%
1,496
187
$177K 0.07%
+10,590
188
$176K 0.07%
1,935
189
$170K 0.06%
6,097
190
$170K 0.06%
8,108
-2,875
191
$168K 0.06%
1,144
+10
192
$165K 0.06%
3,307
193
$165K 0.06%
2,190
194
$164K 0.06%
2,750
195
$163K 0.06%
1,711
+25
196
$162K 0.06%
5,974
197
$159K 0.06%
1,569
+77
198
$158K 0.06%
3,613
-237
199
$156K 0.06%
1,840
200
$156K 0.06%
3,777
+292
6 7
8
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