SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Sells

1 +$112K
2 +$110K
3 +$96.7K
4
DD icon
DuPont de Nemours
DD
+$95.6K
5
CL icon
Colgate-Palmolive
CL
+$74.3K

Sector Composition

1 Financials 14.82%
2 Technology 11.95%
3 Healthcare 11.75%
4 Industrials 7.7%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$44.8K 0.03%
755
327
$44.6K 0.03%
1,877
328
$44.6K 0.03%
405
329
$44.3K 0.03%
454
330
$43.8K 0.03%
274
-4
331
$43.7K 0.03%
377
332
$43.6K 0.03%
681
333
$43.4K 0.02%
300
334
$43.4K 0.02%
509
335
$43.2K 0.02%
502
336
$42.9K 0.02%
164
+5
337
$42.9K 0.02%
+1,617
338
$42.8K 0.02%
696
339
$42.8K 0.02%
1,768
340
$42.7K 0.02%
123
+3
341
$42.5K 0.02%
446
342
$42.3K 0.02%
517
343
$42.3K 0.02%
634
344
$41.6K 0.02%
1,234
345
$41.5K 0.02%
258
346
$41.5K 0.02%
492
347
$41.4K 0.02%
906
348
$41.3K 0.02%
1,832
349
$41.3K 0.02%
2,234
350
$41.2K 0.02%
203