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
$155M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$3.44M
3 +$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Sector Composition

1 Financials 16.05%
2 Healthcare 13%
3 Technology 11.05%
4 Industrials 7.77%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$18.2K 0.01%
730
552
$18.1K 0.01%
651
553
$18.1K 0.01%
200
554
$18.1K 0.01%
+767
555
$18K 0.01%
+669
556
$18K 0.01%
239
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557
$17.9K 0.01%
475
558
$17.8K 0.01%
685
559
$17.8K 0.01%
673
-183
560
$17.8K 0.01%
557
561
$17.7K 0.01%
896
562
$17.5K 0.01%
658
563
$17.5K 0.01%
1,418
564
$17.4K 0.01%
174
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565
$17.4K 0.01%
180
566
$17.4K 0.01%
743
567
$17.4K 0.01%
240
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$17.3K 0.01%
1,645
569
$17.3K 0.01%
710
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$17.3K 0.01%
412
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$17.2K 0.01%
813
572
$17.2K 0.01%
572
573
$17.1K 0.01%
977
574
$17.1K 0.01%
+825
575
$17.1K 0.01%
167