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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.6%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$20.7K 0.01%
1,540
552
$20.7K 0.01%
63
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553
$20.6K 0.01%
120
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$20.6K 0.01%
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345
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558
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$20.3K 0.01%
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$20.2K 0.01%
399
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$20.2K 0.01%
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$19.9K 0.01%
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558
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$19.4K 0.01%
1,004