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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.6%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$19.3K 0.01%
743
577
$19.3K 0.01%
437
578
$19.2K 0.01%
180
579
$19.2K 0.01%
272
580
$19.2K 0.01%
347
581
$19.1K 0.01%
497
582
$19.1K 0.01%
1,222
583
$19.1K 0.01%
328
584
$19K 0.01%
394
+197
585
$19K 0.01%
1,140
586
$19K 0.01%
1,436
587
$18.9K 0.01%
149
588
$18.9K 0.01%
217
+39
589
$18.9K 0.01%
306
590
$18.8K 0.01%
+1,210
591
$18.8K 0.01%
103
+99
592
$18.7K 0.01%
454
593
$18.7K 0.01%
149
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594
$18.6K 0.01%
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595
$18.6K 0.01%
709
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596
$18.6K 0.01%
293
597
$18.5K 0.01%
2,016
598
$18.5K 0.01%
309
599
$18.4K 0.01%
106
600
$18.4K 0.01%
476