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
$144M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Sells

1 +$470K
2 +$216K
3 +$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$26.7K 0.02%
612
-703
477
$26.7K 0.02%
399
478
$26.7K 0.02%
601
479
$26.6K 0.02%
990
480
$26.6K 0.02%
428
481
$26.5K 0.02%
+860
482
$26.5K 0.02%
386
483
$26.5K 0.02%
720
484
$26.5K 0.02%
183
485
$26.4K 0.02%
409
486
$26.4K 0.02%
905
+4
487
$26.3K 0.02%
502
488
$26.3K 0.02%
+670
489
$26.3K 0.02%
553
490
$26.3K 0.02%
652
491
$26.2K 0.02%
984
+178
492
$26.2K 0.02%
812
493
$26.1K 0.02%
639
494
$26.1K 0.02%
1,165
495
$26.1K 0.02%
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496
$25.9K 0.02%
1,172
497
$25.9K 0.02%
372
498
$25.9K 0.02%
751
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499
$25.9K 0.02%
459
500
$25.8K 0.02%
578