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
1,091
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 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$29.8K 0.02%
163
377
$29.7K 0.02%
652
378
$29.6K 0.02%
1,071
379
$29.1K 0.02%
+640
380
$28.7K 0.02%
1,324
381
$28.5K 0.02%
1,160
382
$28.5K 0.02%
828
383
$28.4K 0.02%
548
384
$28.4K 0.02%
4,804
385
$28.2K 0.02%
840
386
$28.2K 0.02%
549
387
$28.1K 0.02%
651
388
$28K 0.02%
476
389
$27.9K 0.02%
903
390
$27.9K 0.02%
540
391
$27.8K 0.02%
220
-38
392
$27.7K 0.02%
652
393
$27.7K 0.02%
+835
394
$27.5K 0.02%
827
395
$27.5K 0.02%
465
396
$27.3K 0.02%
617
397
$27.3K 0.02%
405
398
$27.1K 0.02%
486
399
$27.1K 0.02%
552
400
$26.8K 0.02%
994