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
201
$154K 0.06%
2,456
202
$152K 0.06%
1,449
-1
203
$151K 0.06%
1,764
-24
204
$150K 0.06%
3,512
-3
205
$150K 0.06%
2,354
+25
206
$148K 0.06%
8,477
207
$146K 0.06%
2,043
-275
208
$143K 0.05%
905
209
$142K 0.05%
5,172
210
$141K 0.05%
7,674
+310
211
$140K 0.05%
4,149
-139
212
$139K 0.05%
2,358
-72
213
$135K 0.05%
1,378
-14
214
$135K 0.05%
4,182
+4,162
215
$132K 0.05%
1,831
216
$131K 0.05%
1,071
+65
217
$127K 0.05%
2,948
+128
218
$126K 0.05%
3,527
-365
219
$126K 0.05%
1,164
220
$125K 0.05%
590
-6
221
$125K 0.05%
1,081
-29
222
$124K 0.05%
3,182
-90
223
$124K 0.05%
21,188
-1,672
224
$124K 0.05%
10,984
225
$121K 0.05%
391
7 8
9
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