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
$174M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Sells

1 +$112K
2 +$110K
3 +$96.7K
4
DD icon
DuPont de Nemours
DD
+$95.6K
5
CL icon
Colgate-Palmolive
CL
+$74.3K

Sector Composition

1 Financials 14.82%
2 Technology 11.95%
3 Healthcare 11.75%
4 Industrials 7.7%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$22.9K 0.01%
1,372
527
$22.9K 0.01%
922
528
$22.7K 0.01%
514
529
$22.7K 0.01%
852
530
$22.6K 0.01%
1,397
531
$22.6K 0.01%
666
532
$22.5K 0.01%
2,200
-206
533
$22.5K 0.01%
1,361
534
$22.4K 0.01%
1,066
535
$22.4K 0.01%
553
536
$22.2K 0.01%
135
537
$22.1K 0.01%
545
538
$22.1K 0.01%
347
539
$22.1K 0.01%
730
540
$22K 0.01%
60
+3
541
$21.9K 0.01%
1,042
542
$21.8K 0.01%
1,000
543
$21.8K 0.01%
1,645
544
$21.7K 0.01%
445
545
$21.7K 0.01%
252
546
$21.7K 0.01%
578
547
$21.6K 0.01%
67
+6
548
$21.6K 0.01%
94
549
$21.5K 0.01%
1,123
550
$21.5K 0.01%
1,440
-36