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
1,219
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$3.16M
3 +$2.8M
4
ABT icon
Abbott
ABT
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.32M

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
$18.3K 0.01%
709
552
$18.2K 0.01%
730
553
$18.1K 0.01%
651
554
$18.1K 0.01%
200
555
$18.1K 0.01%
+767
556
$18K 0.01%
+669
557
$18K 0.01%
239
+181
558
$17.9K 0.01%
475
559
$17.8K 0.01%
685
560
$17.8K 0.01%
673
-183
561
$17.8K 0.01%
557
562
$17.7K 0.01%
896
563
$17.5K 0.01%
658
564
$17.5K 0.01%
1,418
565
$17.4K 0.01%
174
+20
566
$17.4K 0.01%
180
567
$17.4K 0.01%
743
568
$17.4K 0.01%
240
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$17.3K 0.01%
1,645
570
$17.3K 0.01%
710
571
$17.3K 0.01%
412
572
$17.2K 0.01%
813
573
$17.2K 0.01%
572
574
$17.1K 0.01%
977
575
$17.1K 0.01%
+825