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
451
$23.8K 0.02%
910
452
$23.7K 0.02%
428
453
$23.7K 0.02%
1,013
454
$23.7K 0.02%
1,039
455
$23.7K 0.02%
+237
456
$23.6K 0.02%
670
457
$23.5K 0.02%
710
458
$23.5K 0.02%
154
459
$23.4K 0.02%
1,128
460
$23.4K 0.02%
300
461
$23.3K 0.02%
568
462
$23.2K 0.02%
386
463
$23.1K 0.02%
+573
464
$23.1K 0.02%
546
-854
465
$23.1K 0.02%
35
466
$23.1K 0.02%
334
467
$23K 0.02%
+434
468
$23K 0.02%
287
469
$22.9K 0.02%
713
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$22.9K 0.02%
59
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471
$22.7K 0.02%
227
472
$22.6K 0.02%
810
473
$22.6K 0.02%
257
474
$22.5K 0.02%
347
475
$22.5K 0.02%
717