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
501
$25.9K 0.02%
1,172
502
$25.9K 0.02%
372
503
$25.9K 0.02%
751
+374
504
$25.9K 0.02%
459
505
$25.8K 0.02%
578
506
$25.8K 0.02%
807
+545
507
$25.8K 0.02%
615
508
$25.8K 0.02%
593
509
$25.7K 0.02%
328
510
$25.6K 0.02%
514
511
$25.6K 0.02%
2,619
512
$25.4K 0.02%
655
513
$25.4K 0.02%
503
-275
514
$25.3K 0.02%
173
515
$25.3K 0.02%
1,453
516
$25.2K 0.02%
572
517
$25.1K 0.02%
713
518
$25K 0.02%
564
519
$24.9K 0.02%
1,415
520
$24.7K 0.02%
2,058
+1,225
521
$24.5K 0.02%
720
522
$24.4K 0.02%
456
523
$24.3K 0.02%
658
524
$24.3K 0.02%
625
525
$24.2K 0.02%
630