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 +$468K
2 +$217K
3 +$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$27K 0.02%
359
477
$26.9K 0.02%
424
+135
478
$26.8K 0.02%
+666
479
$26.8K 0.02%
342
480
$26.7K 0.02%
702
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481
$26.7K 0.02%
612
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482
$26.7K 0.02%
399
483
$26.7K 0.02%
601
484
$26.6K 0.02%
990
485
$26.6K 0.02%
428
486
$26.5K 0.02%
+860
487
$26.5K 0.02%
386
488
$26.5K 0.02%
720
489
$26.5K 0.02%
183
490
$26.4K 0.02%
409
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$26.4K 0.02%
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$26.3K 0.02%
502
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$26.3K 0.02%
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$26.3K 0.02%
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495
$26.3K 0.02%
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$26.2K 0.02%
984
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$26.2K 0.02%
812
498
$26.1K 0.02%
639
499
$26.1K 0.02%
1,165
500
$26.1K 0.02%
+419