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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Sells

1 +$162K
2 +$132K
3 +$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$47.2K 0.04%
1,335
-33
277
$47.1K 0.04%
882
278
$46.9K 0.04%
1,449
279
$46.6K 0.04%
873
280
$46.5K 0.04%
801
281
$45.5K 0.04%
1,481
282
$45.5K 0.04%
2,058
-91
283
$45.4K 0.04%
379
284
$45.4K 0.04%
264
285
$44.4K 0.04%
1,147
286
$43.7K 0.04%
1,689
287
$43.5K 0.04%
611
288
$43.1K 0.04%
1,020
289
$43.1K 0.04%
548
290
$43K 0.04%
696
291
$42.8K 0.04%
929
292
$42.7K 0.04%
2,076
+1,132
293
$42.3K 0.04%
1,247
294
$42K 0.04%
3,611
-1,163
295
$42K 0.04%
635
296
$40.9K 0.03%
949
297
$40.5K 0.03%
1,393
-22
298
$40.3K 0.03%
630
299
$40.1K 0.03%
1,220
300
$40K 0.03%
1,215
-37