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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1 +$634K
2 +$326K
3 +$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1 +$221K
2 +$219K
3 +$198K
4
ABBV icon
AbbVie
ABBV
+$107K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$25.5K 0.01%
572
477
$25.5K 0.01%
424
+295
478
$25.5K 0.01%
852
479
$25.4K 0.01%
+1,161
480
$25K 0.01%
627
481
$24.9K 0.01%
63
482
$24.6K 0.01%
357
483
$24.5K 0.01%
671
484
$24.4K 0.01%
180
485
$24.3K 0.01%
454
486
$24.2K 0.01%
1,036
487
$24.2K 0.01%
550
488
$24.1K 0.01%
409
-223
489
$24K 0.01%
522
490
$24K 0.01%
1,372
491
$24K 0.01%
173
492
$23.8K 0.01%
+302
493
$23.8K 0.01%
196
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494
$23.8K 0.01%
222
495
$23.7K 0.01%
3,158
-2,250
496
$23.6K 0.01%
1,834
497
$23.6K 0.01%
+1,895
498
$23.5K 0.01%
409
499
$23.3K 0.01%
1,189
500
$23.2K 0.01%
180