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
501
$23.1K 0.01%
900
502
$23K 0.01%
1,236
-180
503
$22.9K 0.01%
1,286
+341
504
$22.9K 0.01%
790
505
$22.6K 0.01%
661
506
$22.5K 0.01%
492
507
$22.5K 0.01%
790
508
$22.5K 0.01%
552
509
$22.4K 0.01%
658
510
$22.3K 0.01%
3,043
511
$22.3K 0.01%
730
512
$22.3K 0.01%
1,144
-1
513
$22.1K 0.01%
2,405
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514
$22.1K 0.01%
94
515
$22.1K 0.01%
405
516
$22.1K 0.01%
70
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517
$22K 0.01%
190
518
$21.9K 0.01%
+1,399
519
$21.9K 0.01%
1,086
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520
$21.8K 0.01%
2,190
521
$21.7K 0.01%
1,645
522
$21.7K 0.01%
514
523
$21.5K 0.01%
440
524
$21.5K 0.01%
265
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525
$21.4K 0.01%
72