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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Sells

1 +$160K
2 +$62.4K
3 +$61.3K
4
KR icon
Kroger
KR
+$55.2K
5
GEO icon
The GEO Group
GEO
+$51.3K

Sector Composition

1 Financials 18.76%
2 Technology 8.03%
3 Healthcare 7.04%
4 Industrials 5.72%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$20.7K 0.02%
202
502
$20.6K 0.02%
477
503
$20.5K 0.02%
94
504
$20.5K 0.02%
153
505
$20.5K 0.02%
328
506
$20.4K 0.02%
502
507
$20.4K 0.02%
424
508
$20.2K 0.02%
1,540
509
$20.2K 0.02%
456
510
$20.2K 0.02%
219
511
$20.1K 0.02%
259
512
$20K 0.02%
330
513
$20K 0.02%
510
+382
514
$20K 0.02%
283
515
$19.8K 0.02%
506
516
$19.8K 0.02%
762
517
$19.7K 0.02%
468
518
$19.7K 0.02%
389
519
$19.6K 0.02%
2,177
520
$19.6K 0.02%
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521
$19.4K 0.02%
566
522
$19.3K 0.02%
+377
523
$19.2K 0.02%
236
-3
524
$19.1K 0.02%
1,100
-107
525
$19K 0.02%
164