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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Sells

1 +$932K
2 +$61.3K
3 +$58.2K
4
BLKB icon
Blackbaud
BLKB
+$43.4K
5
AAPL icon
Apple
AAPL
+$40.8K

Sector Composition

1 Financials 18%
2 Technology 8.3%
3 Healthcare 7.34%
4 Industrials 5.96%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$24.2K 0.02%
522
477
$24.1K 0.02%
+1,123
478
$24K 0.02%
448
479
$24K 0.02%
1,880
+280
480
$23.9K 0.02%
257
481
$23.8K 0.02%
501
482
$23.8K 0.02%
+625
483
$23.8K 0.02%
1,397
484
$23.7K 0.02%
167
485
$23.7K 0.02%
713
486
$23.6K 0.02%
386
487
$23.6K 0.02%
1,039
488
$23.5K 0.02%
626
+177
489
$23.5K 0.02%
424
490
$23.3K 0.02%
329
491
$23.2K 0.02%
4,529
492
$23.2K 0.02%
721
+94
493
$23.2K 0.02%
378
494
$23.1K 0.02%
1,066
495
$23K 0.02%
492
496
$23K 0.02%
349
+155
497
$22.9K 0.02%
3,425
+1,248
498
$22.7K 0.02%
328
499
$22.7K 0.02%
462
-253
500
$22.6K 0.02%
572