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
526
$19K 0.02%
452
527
$19K 0.02%
328
528
$18.9K 0.02%
170
529
$18.9K 0.02%
992
530
$18.8K 0.02%
173
531
$18.7K 0.02%
501
532
$18.7K 0.02%
566
533
$18.5K 0.02%
288
534
$18.5K 0.02%
241
535
$18.4K 0.02%
838
+615
536
$18.4K 0.02%
+836
537
$18.4K 0.02%
348
538
$18.3K 0.02%
+2,016
539
$18.1K 0.02%
760
540
$18.1K 0.02%
+338
541
$18.1K 0.02%
306
542
$18K 0.02%
307
543
$18K 0.02%
572
544
$17.9K 0.02%
+1,502
545
$17.9K 0.02%
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546
$17.9K 0.02%
784
547
$17.9K 0.02%
405
548
$17.9K 0.02%
1,102
549
$17.9K 0.02%
309
550
$17.9K 0.02%
572