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
201
$153K 0.05%
1,375
+30
202
$153K 0.05%
1,389
+12
203
$152K 0.05%
922
+723
204
$152K 0.05%
349
+1
205
$151K 0.05%
1,503
+7
206
$149K 0.05%
1,093
+22
207
$148K 0.05%
1,456
-44
208
$147K 0.05%
6,976
-973
209
$146K 0.05%
1,164
-194
210
$141K 0.05%
1,075
-3
211
$138K 0.05%
803
+8
212
$136K 0.05%
3,586
213
$135K 0.05%
2,354
+14
214
$135K 0.05%
2,927
215
$135K 0.05%
2,831
-1,107
216
$135K 0.05%
4,387
217
$134K 0.05%
3,766
+16
218
$132K 0.05%
382
+8
219
$132K 0.05%
7,404
220
$129K 0.04%
1,094
221
$129K 0.04%
1,019
+18
222
$127K 0.04%
898
-5
223
$125K 0.04%
1,112
+55
224
$123K 0.04%
1,377
+31
225
$120K 0.04%
1,414
+8
7 8
9
10 11