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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Sells

1 +$932K
2 +$61.3K
3 +$58.2K
4
BLKB icon
Blackbaud
BLKB
+$43.4K
5
AAPL icon
Apple
AAPL
+$40.8K

Sector Composition

1 Financials 18%
2 Technology 8.3%
3 Healthcare 7.34%
4 Industrials 5.96%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.4K 0.01%
+601
577
$17.4K 0.01%
328
578
$17.4K 0.01%
572
579
$17.4K 0.01%
561
580
$17.3K 0.01%
309
581
$17.2K 0.01%
445
582
$17.1K 0.01%
387
583
$17.1K 0.01%
761
584
$17.1K 0.01%
743
585
$17K 0.01%
678
586
$17K 0.01%
328
587
$17K 0.01%
495
+336
588
$16.8K 0.01%
+106
589
$16.8K 0.01%
715
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332
591
$16.8K 0.01%
218
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592
$16.8K 0.01%
2,267
+1,183
593
$16.8K 0.01%
452
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$16.7K 0.01%
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$16.7K 0.01%
451
596
$16.6K 0.01%
658
597
$16.6K 0.01%
476
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$16.5K 0.01%
437
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$16.5K 0.01%
171
600
$16.4K 0.01%
161