SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$257K
3
+$243K
4
AAPL icon
Apple
AAPL
+$185K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1
+$234K
2
+$220K
3
+$200K
4
ABBV icon
AbbVie
ABBV
+$99.5K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$116K 0.06%
374
202
$116K 0.06%
2,276
-47
203
$114K 0.06%
1,447
204
$112K 0.05%
1,414
+27
205
$110K 0.05%
4,072
206
$110K 0.05%
3,788
207
$106K 0.05%
2,246
+56
208
$105K 0.05%
966
209
$105K 0.05%
1,648
+11
210
$105K 0.05%
2,020
+53
211
$104K 0.05%
167
212
$102K 0.05%
1,612
-57
213
$102K 0.05%
8,538
+33
214
$100K 0.05%
3,509
215
$99.3K 0.05%
3,895
216
$98.4K 0.05%
2,454
217
$98.3K 0.05%
555
-22
218
$93.2K 0.05%
823
219
$92.9K 0.05%
1,533
220
$91.6K 0.04%
1,320
221
$91.3K 0.04%
1,439
+16
222
$90K 0.04%
1,515
223
$89.4K 0.04%
3,080
224
$89.3K 0.04%
355
225
$89.1K 0.04%
837
7 8
9
10 11