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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Sells

1 +$160K
2 +$62.4K
3 +$61.3K
4
KR icon
Kroger
KR
+$55.2K
5
GEO icon
The GEO Group
GEO
+$51.3K

Sector Composition

1 Financials 18.76%
2 Technology 8.03%
3 Healthcare 7.04%
4 Industrials 5.72%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$16.4K 0.01%
559
577
$16.4K 0.01%
1,102
578
$16.2K 0.01%
529
+379
579
$16.2K 0.01%
+718
580
$16.2K 0.01%
+927
581
$16.1K 0.01%
328
582
$16.1K 0.01%
427
583
$16.1K 0.01%
586
584
$15.9K 0.01%
1,126
-758
585
$15.8K 0.01%
332
586
$15.8K 0.01%
161
587
$15.8K 0.01%
1,140
588
$15.7K 0.01%
171
589
$15.6K 0.01%
412
590
$15.6K 0.01%
1,482
591
$15.4K 0.01%
445
592
$15.2K 0.01%
191
593
$15.2K 0.01%
449
594
$15.2K 0.01%
492
595
$15.1K 0.01%
448
596
$15.1K 0.01%
233
597
$15.1K 0.01%
187
598
$15.1K 0.01%
452
599
$15K 0.01%
905
600
$14.9K 0.01%
244