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
451
$30.5K 0.02%
994
452
$30.3K 0.02%
456
453
$30.1K 0.02%
311
+109
454
$30.1K 0.02%
743
455
$30.1K 0.02%
1,226
-81
456
$29.8K 0.02%
428
457
$29.6K 0.02%
231
458
$29.6K 0.02%
641
459
$29.6K 0.02%
546
460
$29.5K 0.02%
563
+49
461
$29.3K 0.02%
1,234
462
$29.3K 0.02%
4,783
463
$29.3K 0.02%
333
+12
464
$29.2K 0.02%
109
465
$29.2K 0.02%
809
466
$29.2K 0.02%
952
467
$28.8K 0.02%
539
468
$28.6K 0.02%
349
469
$28.6K 0.02%
435
470
$28.6K 0.02%
1,109
471
$28.1K 0.02%
903
472
$28K 0.02%
305
473
$27.9K 0.02%
1,004
-152
474
$27.9K 0.02%
1,018
475
$27.7K 0.02%
692