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
401
$26.8K 0.02%
517
402
$26.7K 0.02%
368
403
$26.7K 0.02%
345
+337
404
$26.6K 0.02%
922
+23
405
$26.6K 0.02%
417
406
$26.5K 0.02%
852
407
$26.5K 0.02%
395
408
$26.5K 0.02%
374
-9
409
$26.4K 0.02%
1,654
410
$26.4K 0.02%
792
411
$26.4K 0.02%
163
412
$26.4K 0.02%
353
413
$26.2K 0.02%
1,426
414
$26.2K 0.02%
372
415
$26.1K 0.02%
686
416
$26K 0.02%
311
-71
417
$25.9K 0.02%
552
418
$25.9K 0.02%
595
419
$25.9K 0.02%
226
420
$25.9K 0.02%
1,381
421
$25.9K 0.02%
813
422
$25.7K 0.02%
748
423
$25.6K 0.02%
+82
424
$25.6K 0.02%
4,529
425
$25.5K 0.02%
847
+506