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
$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 15.13%
2 Healthcare 12.52%
3 Financials 9.58%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 8.23%
1,435,179
+11,478
2
$17.3M 6.6%
133,356
-1,506
3
$8.23M 3.14%
23,438
+2,158
4
$7.29M 2.78%
50,442
5
$7.09M 2.7%
18,527
+1,592
6
$6.9M 2.63%
42,666
+103
7
$6.75M 2.57%
32,040
-211
8
$6.68M 2.54%
282,033
+27,687
9
$5.99M 2.28%
24,958
-388
10
$5.16M 1.97%
29,220
-252
11
$4.94M 1.88%
73,303
+6,980
12
$4.69M 1.79%
85,514
+256
13
$4.48M 1.71%
221,136
-2,006
14
$4.11M 1.57%
37,415
+2
15
$4.11M 1.57%
43,403
+4,402
16
$3.83M 1.46%
14,546
-302
17
$3.52M 1.34%
26,256
+762
18
$3.3M 1.26%
18,393
-163
19
$2.95M 1.12%
12,346
20
$2.73M 1.04%
82,383
+1,311
21
$2.71M 1.03%
8,585
-344
22
$2.48M 0.95%
28,116
+173
23
$2.4M 0.91%
21,619
-416
24
$2M 0.76%
52,759
+4,325
25
$1.9M 0.72%
25,579
+586
1
2 3 4 5