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 +$470K
2 +$216K
3 +$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$23.8K 0.02%
297
527
$23.8K 0.02%
305
528
$23.7K 0.02%
371
529
$23.7K 0.02%
+10,030
530
$23.7K 0.02%
378
-177
531
$23.7K 0.02%
1,654
532
$23.7K 0.02%
470
533
$23.6K 0.02%
+6,488
534
$23.5K 0.02%
922
535
$23.4K 0.02%
792
536
$23.2K 0.02%
557
537
$23.2K 0.02%
521
538
$23.2K 0.02%
388
539
$23.1K 0.02%
418
540
$23K 0.02%
709
541
$22.8K 0.02%
992
542
$22.8K 0.02%
709
543
$22.7K 0.02%
378
544
$22.7K 0.02%
120
545
$22.6K 0.02%
+1,640
546
$22.6K 0.02%
473
547
$22.4K 0.02%
651
548
$22.2K 0.02%
+1,418
549
$22.2K 0.02%
426
550
$22.1K 0.02%
198