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
1,091
New
Increased
Reduced
Closed

Top Sells

1 +$162K
2 +$132K
3 +$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$16.8K 0.01%
445
577
$16.7K 0.01%
477
578
$16.7K 0.01%
456
579
$16.6K 0.01%
59
580
$16.5K 0.01%
350
581
$16.4K 0.01%
409
582
$16.4K 0.01%
559
583
$16.4K 0.01%
1,102
584
$16.2K 0.01%
529
+379
585
$16.2K 0.01%
+718
586
$16.2K 0.01%
+927
587
$16.1K 0.01%
328
588
$16.1K 0.01%
427
589
$16.1K 0.01%
586
590
$15.9K 0.01%
1,126
-758
591
$15.8K 0.01%
332
592
$15.8K 0.01%
161
593
$15.8K 0.01%
1,140
594
$15.7K 0.01%
171
595
$15.6K 0.01%
412
596
$15.6K 0.01%
1,482
597
$15.4K 0.01%
445
598
$15.2K 0.01%
191
599
$15.2K 0.01%
449
600
$15.2K 0.01%
492