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
426
$32.5K 0.02%
2,148
427
$32.5K 0.02%
656
428
$32.4K 0.02%
815
-113
429
$32.3K 0.02%
340
430
$32.3K 0.02%
161
+11
431
$32.3K 0.02%
465
432
$32K 0.02%
1,760
433
$31.8K 0.02%
1,449
+777
434
$31.6K 0.02%
625
435
$31.6K 0.02%
678
-7
436
$31.5K 0.02%
628
437
$31.5K 0.02%
371
438
$31.4K 0.02%
670
439
$31.4K 0.02%
790
440
$31.2K 0.02%
933
441
$31K 0.02%
948
442
$31K 0.02%
707
443
$31K 0.02%
417
444
$30.9K 0.02%
549
445
$30.9K 0.02%
1,711
446
$30.8K 0.02%
1,326
447
$30.8K 0.02%
+2,234
448
$30.7K 0.02%
582
449
$30.6K 0.02%
328
450
$30.5K 0.02%
280
+30