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
1,091
New
Increased
Reduced
Closed

Top Sells

1 +$162K
2 +$132K
3 +$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$17.9K 0.02%
372
552
$17.9K 0.02%
784
553
$17.9K 0.02%
405
554
$17.9K 0.02%
1,102
555
$17.9K 0.02%
309
556
$17.9K 0.02%
572
557
$17.7K 0.01%
329
558
$17.6K 0.01%
180
559
$17.5K 0.01%
743
560
$17.5K 0.01%
558
561
$17.4K 0.01%
124
562
$17.4K 0.01%
424
563
$17.4K 0.01%
274
-20
564
$17.3K 0.01%
713
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565
$17.3K 0.01%
79
566
$17.3K 0.01%
561
567
$17.2K 0.01%
+616
568
$17.2K 0.01%
651
569
$17.1K 0.01%
630
570
$17.1K 0.01%
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571
$17.1K 0.01%
902
572
$17K 0.01%
198
573
$17K 0.01%
839
574
$16.9K 0.01%
572
575
$16.9K 0.01%
242