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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Sells

1 +$932K
2 +$61.3K
3 +$58.2K
4
BLKB icon
Blackbaud
BLKB
+$43.4K
5
AAPL icon
Apple
AAPL
+$40.8K

Sector Composition

1 Financials 18%
2 Technology 8.3%
3 Healthcare 7.34%
4 Industrials 5.96%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$19.4K 0.01%
94
552
$19.4K 0.01%
173
553
$19.3K 0.01%
306
554
$19.3K 0.01%
1,102
555
$19.3K 0.01%
241
556
$19.3K 0.01%
839
557
$19.2K 0.01%
1,645
558
$19.1K 0.01%
288
559
$19.1K 0.01%
2,489
560
$19.1K 0.01%
106
561
$19K 0.01%
501
562
$19K 0.01%
497
563
$18.9K 0.01%
124
564
$18.9K 0.01%
720
-60
565
$18.8K 0.01%
456
566
$18.7K 0.01%
412
567
$18.7K 0.01%
380
568
$18.7K 0.01%
464
569
$18.4K 0.01%
149
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$18.2K 0.01%
616
571
$18.1K 0.01%
888
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572
$18K 0.01%
452
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$17.8K 0.01%
445
574
$17.6K 0.01%
494
575
$17.5K 0.01%
242