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
1
$19.3M 9.32%
1,433,082
+18,096
2
$15M 7.24%
129,312
+1,596
3
$6.63M 3.21%
35,403
+301
4
$5.9M 2.85%
220,312
+2,087
5
$5.67M 2.74%
16,943
-597
6
$5.08M 2.46%
55,152
-2,395
7
$4.96M 2.4%
23,562
+509
8
$4.77M 2.31%
787,463
+42,451
9
$4.2M 2.03%
38,550
-462
10
$4.18M 2.02%
28,086
+40
11
$4.02M 1.94%
235,112
+4,340
12
$3.65M 1.77%
41,680
-1,136
13
$3.5M 1.69%
15,947
-1,067
14
$3.43M 1.66%
67,336
+602
15
$3.25M 1.57%
20,640
+1,140
16
$3.03M 1.47%
22,522
+4,651
17
$2.82M 1.37%
49,176
+128
18
$2.21M 1.07%
50,233
-228
19
$2.07M 1%
7,451
+180
20
$2.06M 1%
21,379
+1,172
21
$1.93M 0.94%
26,400
+320
22
$1.9M 0.92%
78,743
+2,869
23
$1.77M 0.86%
25,176
+540
24
$1.76M 0.85%
12,638
+51
25
$1.73M 0.84%
12,394
-4
1
2 3 4 5