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
401
$35.5K 0.02%
360
402
$35.4K 0.02%
1,284
403
$35.4K 0.02%
1,166
404
$35.2K 0.02%
852
405
$35.1K 0.02%
1,674
406
$34.9K 0.02%
834
407
$34.8K 0.02%
1,264
408
$34.6K 0.02%
183
409
$34.6K 0.02%
1,270
410
$34.5K 0.02%
578
411
$34.3K 0.02%
409
412
$34.3K 0.02%
3,318
413
$34.2K 0.02%
270
+9
414
$34.2K 0.02%
590
415
$34.2K 0.02%
1,250
416
$33.9K 0.02%
1,862
+94
417
$33.8K 0.02%
2,811
418
$33.8K 0.02%
929
419
$33.3K 0.02%
1,267
+491
420
$33.2K 0.02%
1,679
421
$33.1K 0.02%
162
+4
422
$33.1K 0.02%
161
+4
423
$33.1K 0.02%
568
424
$32.8K 0.02%
230
425
$32.6K 0.02%
386