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
$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
1
$25.6M 8.8%
1,424,265
+3,069
2
$23.1M 7.96%
132,366
+802
3
$8.33M 2.87%
33,303
-360
4
$7.63M 2.63%
16,886
+216
5
$7.55M 2.6%
24,504
-319
6
$7.01M 2.41%
50,857
-729
7
$6.85M 2.36%
246,666
+9,788
8
$6.62M 2.28%
40,836
-572
9
$6.31M 2.17%
15,207
+3,964
10
$5.87M 2.02%
82,733
+4,957
11
$5.38M 1.85%
227,166
-3,394
12
$5.09M 1.75%
28,702
+209
13
$4.65M 1.6%
59,627
+4,664
14
$4.47M 1.54%
37,786
+40
15
$3.81M 1.31%
27,380
+300
16
$3.6M 1.24%
14,539
-1,151
17
$3.53M 1.22%
21,680
+160
18
$3.43M 1.18%
31,820
+5,413
19
$3.29M 1.13%
79,883
+131
20
$3.24M 1.12%
23,797
+398
21
$3.04M 1.05%
23,966
-1,005
22
$2.8M 0.96%
12,303
+6
23
$2.65M 0.91%
16,288
+747
24
$2.63M 0.9%
793,488
+6
25
$2.6M 0.9%
7,242
+57
1
2 3 4 5