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
$153M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Sells

1 +$486K
2 +$267K
3 +$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$22.2K 0.01%
578
552
$22.1K 0.01%
977
553
$22.1K 0.01%
630
554
$22.1K 0.01%
212
555
$22K 0.01%
383
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$21.9K 0.01%
180
557
$21.9K 0.01%
860
558
$21.9K 0.01%
475
559
$21.8K 0.01%
557
560
$21.8K 0.01%
1,645
561
$21.8K 0.01%
149
562
$21.7K 0.01%
685
563
$21.6K 0.01%
2,190
564
$21.5K 0.01%
347
565
$21.2K 0.01%
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$21.2K 0.01%
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$20.9K 0.01%
437
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$20.9K 0.01%
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569
$20.9K 0.01%
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$20.9K 0.01%
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$20.7K 0.01%
440
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$20.7K 0.01%
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$20.5K 0.01%
709
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$20.4K 0.01%
323