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
$144M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Sells

1 +$468K
2 +$217K
3 +$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$22.6K 0.02%
473
552
$22.4K 0.02%
651
553
$22.2K 0.02%
+1,418
554
$22.2K 0.02%
426
555
$22.1K 0.02%
198
556
$22.1K 0.02%
578
557
$22K 0.02%
106
558
$21.8K 0.02%
124
559
$21.8K 0.02%
986
560
$21.7K 0.02%
+852
561
$21.7K 0.02%
424
562
$21.7K 0.02%
492
563
$21.7K 0.02%
212
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564
$21.7K 0.02%
572
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$21.5K 0.01%
1,381
566
$21.4K 0.01%
293
567
$21.4K 0.01%
154
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$21.3K 0.01%
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569
$21.1K 0.01%
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$21K 0.01%
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$21K 0.01%
977
572
$20.9K 0.01%
1,554
573
$20.8K 0.01%
335
574
$20.8K 0.01%
454
575
$20.8K 0.01%
905