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
526
$24.2K 0.02%
257
527
$24.1K 0.02%
1,066
528
$24K 0.02%
1,880
529
$24K 0.02%
2,689
+229
530
$23.9K 0.02%
712
531
$23.8K 0.02%
297
532
$23.8K 0.02%
305
533
$23.7K 0.02%
371
534
$23.7K 0.02%
+10,030
535
$23.7K 0.02%
378
-177
536
$23.7K 0.02%
1,654
537
$23.7K 0.02%
470
538
$23.6K 0.02%
+6,488
539
$23.5K 0.02%
922
540
$23.4K 0.02%
792
541
$23.2K 0.02%
557
542
$23.2K 0.02%
521
543
$23.2K 0.02%
388
544
$23.1K 0.02%
418
545
$23K 0.02%
709
546
$22.8K 0.02%
992
547
$22.8K 0.02%
709
548
$22.7K 0.02%
378
549
$22.7K 0.02%
120
550
$22.6K 0.02%
+1,640