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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Sells

1 +$932K
2 +$61.3K
3 +$58.2K
4
BLKB icon
Blackbaud
BLKB
+$43.4K
5
AAPL icon
Apple
AAPL
+$40.8K

Sector Composition

1 Financials 18%
2 Technology 8.3%
3 Healthcare 7.34%
4 Industrials 5.96%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$20.8K 0.02%
1,004
527
$20.8K 0.02%
372
528
$20.7K 0.02%
905
529
$20.7K 0.02%
448
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$20.6K 0.02%
986
531
$20.6K 0.02%
1,540
532
$20.5K 0.02%
2,016
533
$20.5K 0.02%
1,372
534
$20.5K 0.02%
521
535
$20.4K 0.02%
255
536
$20.3K 0.02%
710
537
$20.3K 0.02%
+465
538
$20.3K 0.02%
154
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539
$20.2K 0.02%
347
540
$20.1K 0.02%
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541
$20K 0.02%
760
542
$20K 0.02%
180
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$19.9K 0.02%
651
544
$19.7K 0.02%
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$19.6K 0.02%
306
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$19.6K 0.02%
293
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$19.6K 0.02%
1,454
548
$19.6K 0.02%
388
549
$19.5K 0.01%
784
550
$19.5K 0.01%
819
+291