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
301
$39.9K 0.03%
576
302
$39.5K 0.03%
2,868
303
$39.4K 0.03%
647
304
$39.1K 0.03%
2,517
+195
305
$39K 0.03%
1,408
306
$38.9K 0.03%
730
-520
307
$38.8K 0.03%
1,674
308
$38.8K 0.03%
506
309
$38.8K 0.03%
736
310
$38.6K 0.03%
468
311
$38K 0.03%
878
312
$38K 0.03%
806
313
$37.7K 0.03%
277
-5
314
$37.7K 0.03%
1,078
315
$37.5K 0.03%
1,870
316
$37.3K 0.03%
779
317
$37.2K 0.03%
590
318
$37.2K 0.03%
1,832
319
$37.2K 0.03%
3,472
320
$37.2K 0.03%
263
321
$37.2K 0.03%
916
322
$37K 0.03%
3,318
323
$36.7K 0.03%
617
324
$36.6K 0.03%
1,326
325
$36.3K 0.03%
454