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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Sells

1 +$932K
2 +$61.3K
3 +$58.2K
4
BLKB icon
Blackbaud
BLKB
+$43.4K
5
AAPL icon
Apple
AAPL
+$40.8K

Sector Composition

1 Financials 18%
2 Technology 8.3%
3 Healthcare 7.34%
4 Industrials 5.96%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$36K 0.03%
552
352
$35.9K 0.03%
1,674
353
$35.6K 0.03%
286
354
$35.5K 0.03%
808
+242
355
$35.4K 0.03%
294
356
$35.1K 0.03%
696
357
$35.1K 0.03%
590
358
$35K 0.03%
236
359
$34.9K 0.03%
557
360
$34.9K 0.03%
748
361
$34.9K 0.03%
552
362
$34.6K 0.03%
929
363
$34.6K 0.03%
1,001
364
$33.9K 0.03%
1,065
+168
365
$33.9K 0.03%
258
366
$33.9K 0.03%
519
367
$33.8K 0.03%
405
368
$33.8K 0.03%
398
369
$33.7K 0.03%
1,160
370
$33.6K 0.03%
230
371
$33.4K 0.03%
681
372
$33.1K 0.03%
1,894
373
$33K 0.03%
652
374
$32.9K 0.03%
163
375
$32.8K 0.03%
3,472