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
1,092
New
Increased
Reduced
Closed

Top Sells

1 +$160K
2 +$62.4K
3 +$61.3K
4
KR icon
Kroger
KR
+$55.2K
5
GEO icon
The GEO Group
GEO
+$51.3K

Sector Composition

1 Financials 18.76%
2 Technology 8.03%
3 Healthcare 7.04%
4 Industrials 5.72%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$17.7K 0.01%
329
552
$17.6K 0.01%
180
553
$17.5K 0.01%
743
554
$17.5K 0.01%
558
555
$17.4K 0.01%
124
556
$17.4K 0.01%
424
557
$17.4K 0.01%
274
-20
558
$17.3K 0.01%
713
+3
559
$17.3K 0.01%
79
560
$17.3K 0.01%
561
561
$17.2K 0.01%
+616
562
$17.2K 0.01%
651
563
$17.1K 0.01%
630
564
$17.1K 0.01%
293
565
$17.1K 0.01%
902
566
$17K 0.01%
198
567
$17K 0.01%
839
568
$16.9K 0.01%
572
569
$16.9K 0.01%
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570
$16.8K 0.01%
445
571
$16.7K 0.01%
477
572
$16.7K 0.01%
456
573
$16.6K 0.01%
59
574
$16.5K 0.01%
350
575
$16.4K 0.01%
409