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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Sells

1 +$160K
2 +$62.4K
3 +$61.3K
4
KR icon
Kroger
KR
+$55.2K
5
GEO icon
The GEO Group
GEO
+$51.3K

Sector Composition

1 Financials 18.76%
2 Technology 8.03%
3 Healthcare 7.04%
4 Industrials 5.72%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$28.5K 0.02%
1,160
377
$28.5K 0.02%
828
378
$28.4K 0.02%
548
379
$28.4K 0.02%
4,804
380
$28.2K 0.02%
840
381
$28.2K 0.02%
549
382
$28.1K 0.02%
651
383
$28K 0.02%
476
384
$27.9K 0.02%
903
385
$27.9K 0.02%
540
386
$27.8K 0.02%
220
-38
387
$27.7K 0.02%
652
388
$27.7K 0.02%
+835
389
$27.5K 0.02%
827
390
$27.5K 0.02%
465
391
$27.3K 0.02%
617
392
$27.3K 0.02%
405
393
$27.1K 0.02%
486
394
$27.1K 0.02%
552
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$26.8K 0.02%
994
396
$26.8K 0.02%
517
397
$26.7K 0.02%
368
398
$26.7K 0.02%
345
+337
399
$26.6K 0.02%
922
+23
400
$26.6K 0.02%
417