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
476
$27.6K 0.02%
758
+11
477
$27.6K 0.02%
555
478
$27.6K 0.02%
672
+15
479
$27.5K 0.02%
173
480
$27.4K 0.02%
359
481
$27.1K 0.02%
986
482
$26.9K 0.02%
1,880
483
$26.9K 0.02%
1,006
484
$26.7K 0.02%
553
485
$26.7K 0.02%
3,124
+973
486
$26.7K 0.02%
638
+193
487
$26.7K 0.02%
472
488
$26.7K 0.02%
328
489
$26.6K 0.02%
200
490
$26.6K 0.02%
1,818
491
$26.5K 0.02%
436
492
$26.4K 0.02%
3,058
493
$26.2K 0.02%
3,537
494
$26K 0.02%
342
495
$25.9K 0.01%
206
496
$25.7K 0.01%
1,248
+528
497
$25.6K 0.01%
1,453
498
$25.4K 0.01%
456
+3
499
$25.4K 0.01%
893
500
$25.1K 0.01%
450
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